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