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Schwab US Large- Cap ETF

1,519 hedge funds and large institutions have $29.9B invested in Schwab US Large- Cap ETF in 2025 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 537 increasing their positions, 549 reducing their positions, and 52 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:

4% more capital invested

Capital invested by funds: $28.6B → $29.9B (+$1.23B)

0.03% more ownership

Funds ownership: 47.04%47.08% (+0.03%)

2% less repeat investments, than reductions

Existing positions increased: 537 | Existing positions reduced: 549

Holders
1,519
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
196
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
NWMG
801
National Wealth Management Group
Ohio
$955K
SAM
802
Summit Asset Management
Tennessee
$955K
PWM
803
Praetorian Wealth Management
California
$952K
RIA
804
Regal Investment Advisors
Michigan
$952K
MSS
805
Mitchell Sinkler & Starr
Pennsylvania
$952K
HIG
806
Heritage Investment Group
Florida
$950K
MMA
807
Miracle Mile Advisors
California
$943K
NCM
808
Novare Capital Management
North Carolina
$938K
CIA
809
Covington Investment Advisors
Pennsylvania
$931K
DSC
810
Daytona Street Capital
Missouri
$931K
LWMI
811
Landmark Wealth Management (Illinois)
Illinois
$923K
RWM
812
Ritholtz Wealth Management
New York
$922K
TWA
813
Trellis Wealth Advisors
California
$918K
ARC
814
Advisor Resource Council
Texas
$918K
HGWM
815
Horst & Graben Wealth Management
Oregon
$910K
Qube Research & Technologies (QRT)
816
Qube Research & Technologies (QRT)
United Kingdom
$903K
SWM
817
Spire Wealth Management
Virginia
$902K
E
818
EntreWealth
Texas
$901K
CA
819
Claro Advisors
Massachusetts
$898K
FBB
820
Fulton Breakefield Broenniman
Maryland
$897K
FFO
821
Fiduciary Family Office
Florida
$893K
KJWM
822
Kiley Juergens Wealth Management
Washington
$881K
ACM
823
Anfield Capital Management
California
$880K
ICM
824
Intrepid Capital Management
Florida
$877K
FMWA
825
Forvis Mazars Wealth Advisors
Missouri
$876K