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Schwab US Large- Cap ETF

1,538 hedge funds and large institutions have $30.1B invested in Schwab US Large- Cap ETF in 2025 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 541 increasing their positions, 551 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

5% more capital invested

Capital invested by funds: $28.6B → $30.1B (+$1.51B)

0.47% more ownership

Funds ownership: 47.07%47.54% (+0.47%)

2% less repeat investments, than reductions

Existing positions increased: 541 | Existing positions reduced: 551

Holders
1,538
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
203
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.3M
Puts
$328K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
801
Daymark Wealth Partners
Ohio
$991K
XT
802
XTX Topco
Cayman Islands
$990K
PK
803
Pflug Koory
Nebraska
$984K
SWA
804
Serenus Wealth Advisors
California
$978K
FA
805
FF Advisors
California
$974K
PSB
806
Piscataqua Savings Bank
New Hampshire
$968K
MCP
807
Mirador Capital Partners
California
$966K
SSWM
808
Smith Salley Wealth Management
North Carolina
$964K
SPIA
809
Steward Partners Investment Advisory
New York
$959K
WFS
810
Walker Financial Services
Kentucky
$958K
FCM
811
Firestone Capital Management
Florida
$958K
NWMG
812
National Wealth Management Group
Ohio
$955K
SAM
813
Summit Asset Management
Tennessee
$955K
PWM
814
Praetorian Wealth Management
California
$952K
RIA
815
Regal Investment Advisors
Michigan
$952K
MSS
816
Mitchell Sinkler & Starr
Pennsylvania
$952K
HIG
817
Heritage Investment Group
Florida
$950K
MMA
818
Miracle Mile Advisors
California
$943K
NCM
819
Novare Capital Management
North Carolina
$938K
CIA
820
Covington Investment Advisors
Pennsylvania
$931K
DSC
821
Daytona Street Capital
Missouri
$931K
LWMI
822
Landmark Wealth Management (Illinois)
Illinois
$923K
RWM
823
Ritholtz Wealth Management
New York
$922K
TWA
824
Trellis Wealth Advisors
California
$918K
ARC
825
Advisor Resource Council
Texas
$918K