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Schwab US Large- Cap ETF

1,538 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, 541 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: 47.07%47.54% (+0.47%)

2% less repeat investments, than reductions

Existing positions increased: 541 | Existing positions reduced: 551

Holders
1,538
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
203
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
HGWM
826
Horst & Graben Wealth Management
Oregon
$910K
Qube Research & Technologies (QRT)
827
Qube Research & Technologies (QRT)
United Kingdom
$903K
SWM
828
Spire Wealth Management
Virginia
$902K
E
829
EntreWealth
Texas
$901K
CA
830
Claro Advisors
Massachusetts
$898K
FBB
831
Fulton Breakefield Broenniman
Maryland
$897K
FFO
832
Fiduciary Family Office
Florida
$893K
KJWM
833
Kiley Juergens Wealth Management
Washington
$881K
ACM
834
Anfield Capital Management
California
$880K
ICM
835
Intrepid Capital Management
Florida
$877K
FMWA
836
Forvis Mazars Wealth Advisors
Missouri
$876K
CWA
837
CM Wealth Advisors
Ohio
$876K
AllianceBernstein
838
AllianceBernstein
Tennessee
$873K
SAM
839
SVRN Asset Management
Texas
$872K
VVP
840
Venture Visionary Partners
Ohio
$871K
CCC
841
Compass Capital Corp
Massachusetts
$871K
OCA
842
OpenArc Corporate Advisory
Georgia
$867K
SFS
843
Security Financial Services
Indiana
$866K
BWP
844
Bernardo Wealth Planning
Pennsylvania
$862K
WPW
845
Watershed Private Wealth
Illinois
$859K
RW
846
Rede Wealth
Virginia
$855K
DIA
847
Dana Investment Advisors
Wisconsin
$849K
DADC
848
D.A. Davidson & Co
Montana
$847K
CFG
849
Citizens Financial Group
Rhode Island
$842K
CFP
850
Catalyst Financial Partners
Massachusetts
$840K