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Schwab US Large- Cap ETF

1,550 hedge funds and large institutions have $30.2B invested in Schwab US Large- Cap ETF in 2025 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 547 increasing their positions, 551 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

296% more call options, than puts

Call options by funds: $1.3M | Put options by funds: $328K

256% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 54

8% more funds holding

Funds holding: 1,4391,550 (+111)

7% more funds holding in top 10

Funds holding in top 10: 193206 (+13)

5% more capital invested

Capital invested by funds: $28.7B → $30.2B (+$1.53B)

0.51% more ownership

Funds ownership: 47.11%47.62% (+0.51%)

1% less repeat investments, than reductions

Existing positions increased: 547 | Existing positions reduced: 551

Holders
1,550
Holders Change
+111
Holders Change %
+7.71%
% of All Funds
18.85%
Holding in Top 10
206
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+6.74%
% of All Funds
2.51%
New
192
Increased
547
Reduced
551
Closed
54
Calls
$1.3M
Puts
$328K
Net Calls
+$972K
Net Calls Change
-$400K
Name Holding Trade Value Shares
Change
Change in
Stake
EK
801
Evensky & Katz
Florida
$1.01M -$8.84K -331 -0.9%
BIAS
802
Beacon Investment Advisory Services
New Jersey
$1.01M +$280K +10,488 +39%
SA
803
Stewardship Advisors
Pennsylvania
$1.01M -$23.1K -864 -2%
CCMG
804
Clark Capital Management Group
Pennsylvania
$1M +$426K +15,945 +75%
KWS
805
Keystone Wealth Services
California
$1M +$73.5K +2,753 +8%
SA
806
Sovran Advisors
California
$1M -$203K -7,611 -17%
PMFA
807
Plante Moran Financial Advisors
Michigan
$993K +$128K +4,799 +15%
DWP
808
Daymark Wealth Partners
Ohio
$991K +$78.1K +2,925 +9%
XT
809
XTX Topco
Cayman Islands
$990K +$557K +20,862 +131%
PK
810
Pflug Koory
Nebraska
$984K +$108K +4,026 +12%
SWA
811
Serenus Wealth Advisors
California
$978K +$12.8K +479 +1%
FA
812
FF Advisors
California
$974K
PSB
813
Piscataqua Savings Bank
New Hampshire
$968K +$961K +35,983 New
MCP
814
Mirador Capital Partners
California
$966K -$56.2K -2,106 -6%
SSWM
815
Smith Salley Wealth Management
North Carolina
$964K +$33.6K +1,260 +4%
SPIA
816
Steward Partners Investment Advisory
New York
$959K +$145K +5,415 +18%
WFS
817
Walker Financial Services
Kentucky
$958K -$11K -413 -1%
FCM
818
Firestone Capital Management
Florida
$958K -$236K -8,853 -20%
NWMG
819
National Wealth Management Group
Ohio
$955K -$15.2K -569 -2%
SAM
820
Summit Asset Management
Tennessee
$955K
PWM
821
Praetorian Wealth Management
California
$952K -$22K -822 -2%
RIA
822
Regal Investment Advisors
Michigan
$952K +$84.1K +3,149 +10%
MSS
823
Mitchell Sinkler & Starr
Pennsylvania
$952K +$72.6K +2,720 +8%
HIG
824
Heritage Investment Group
Florida
$950K
MMA
825
Miracle Mile Advisors
California
$943K +$558K +20,911 +148%