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Schwab US Large- Cap ETF

1,537 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, 540 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: 47.05%47.52% (+0.47%)

2% less repeat investments, than reductions

Existing positions increased: 540 | Existing positions reduced: 551

Holders
1,537
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
202
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
XT
801
XTX Topco
Cayman Islands
$990K
PK
802
Pflug Koory
Nebraska
$984K
SWA
803
Serenus Wealth Advisors
California
$978K
FA
804
FF Advisors
California
$974K
PSB
805
Piscataqua Savings Bank
New Hampshire
$968K
MCP
806
Mirador Capital Partners
California
$966K
SSWM
807
Smith Salley Wealth Management
North Carolina
$964K
SPIA
808
Steward Partners Investment Advisory
New York
$959K
WFS
809
Walker Financial Services
Kentucky
$958K
FCM
810
Firestone Capital Management
Florida
$958K
NWMG
811
National Wealth Management Group
Ohio
$955K
SAM
812
Summit Asset Management
Tennessee
$955K
PWM
813
Praetorian Wealth Management
California
$952K
RIA
814
Regal Investment Advisors
Michigan
$952K
MSS
815
Mitchell Sinkler & Starr
Pennsylvania
$952K
HIG
816
Heritage Investment Group
Florida
$950K
MMA
817
Miracle Mile Advisors
California
$943K
NCM
818
Novare Capital Management
North Carolina
$938K
CIA
819
Covington Investment Advisors
Pennsylvania
$931K
DSC
820
Daytona Street Capital
Missouri
$931K
LWMI
821
Landmark Wealth Management (Illinois)
Illinois
$923K
RWM
822
Ritholtz Wealth Management
New York
$922K
TWA
823
Trellis Wealth Advisors
California
$918K
ARC
824
Advisor Resource Council
Texas
$918K
HGWM
825
Horst & Graben Wealth Management
Oregon
$910K