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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
CWA
826
CM Wealth Advisors
Ohio
$876K
AllianceBernstein
827
AllianceBernstein
Tennessee
$873K
SAM
828
SVRN Asset Management
Texas
$872K
VVP
829
Venture Visionary Partners
Ohio
$871K
CCC
830
Compass Capital Corp
Massachusetts
$871K
OCA
831
OpenArc Corporate Advisory
Georgia
$867K
SFS
832
Security Financial Services
Indiana
$866K
BWP
833
Bernardo Wealth Planning
Pennsylvania
$862K
WPW
834
Watershed Private Wealth
Illinois
$859K
RW
835
Rede Wealth
Virginia
$855K
DIA
836
Dana Investment Advisors
Wisconsin
$849K
DADC
837
D.A. Davidson & Co
Montana
$847K
CFG
838
Citizens Financial Group
Rhode Island
$842K
CFP
839
Catalyst Financial Partners
Massachusetts
$840K
CWM
840
Chesapeake Wealth Management
Virginia
$834K
KA
841
Klingman & Associates
New York
$828K
IPA
842
Investment Planning Advisors
Georgia
$825K
FF
843
Francis Financial
$824K
CWA
844
Crux Wealth Advisors
California
$822K
PFBT
845
Parkside Financial Bank & Trust
Missouri
$821K
DI
846
Disciplined Investors
Texas
$821K
CFP
847
Cascade Financial Partners
California
$819K
AAP
848
Arax Advisory Partners
Colorado
$818K
ATI
849
ARK & TLK Investments
Oklahoma
$816K
LF
850
LifePlan Financial
Minnesota
$815K