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Schwab US Large- Cap ETF

1,518 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 177 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%47.07% (+0.03%)

2% less repeat investments, than reductions

Existing positions increased: 537 | Existing positions reduced: 549

Holders
1,518
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
SAM
801
Summit Asset Management
Tennessee
$955K
PWM
802
Praetorian Wealth Management
California
$952K
RIA
803
Regal Investment Advisors
Michigan
$952K
MSS
804
Mitchell Sinkler & Starr
Pennsylvania
$952K
HIG
805
Heritage Investment Group
Florida
$950K
MMA
806
Miracle Mile Advisors
California
$943K
NCM
807
Novare Capital Management
North Carolina
$938K
CIA
808
Covington Investment Advisors
Pennsylvania
$931K
DSC
809
Daytona Street Capital
Missouri
$931K
LWMI
810
Landmark Wealth Management (Illinois)
Illinois
$923K
RWM
811
Ritholtz Wealth Management
New York
$922K
TWA
812
Trellis Wealth Advisors
California
$918K
ARC
813
Advisor Resource Council
Texas
$918K
HGWM
814
Horst & Graben Wealth Management
Oregon
$910K
Qube Research & Technologies (QRT)
815
Qube Research & Technologies (QRT)
United Kingdom
$903K
SWM
816
Spire Wealth Management
Virginia
$902K
E
817
EntreWealth
Texas
$901K
CA
818
Claro Advisors
Massachusetts
$898K
FBB
819
Fulton Breakefield Broenniman
Maryland
$897K
FFO
820
Fiduciary Family Office
Florida
$893K
KJWM
821
Kiley Juergens Wealth Management
Washington
$881K
ACM
822
Anfield Capital Management
California
$880K
ICM
823
Intrepid Capital Management
Florida
$877K
FMWA
824
Forvis Mazars Wealth Advisors
Missouri
$876K
CWA
825
CM Wealth Advisors
Ohio
$876K