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Schwab US Large- Cap ETF

1,550 hedge funds and large institutions have $30.2B invested in Schwab US Large- Cap ETF in 2025 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 547 increasing their positions, 551 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

296% more call options, than puts

Call options by funds: $1.3M | Put options by funds: $328K

256% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 54

8% more funds holding

Funds holding: 1,4391,550 (+111)

7% more funds holding in top 10

Funds holding in top 10: 193206 (+13)

5% more capital invested

Capital invested by funds: $28.7B → $30.2B (+$1.53B)

0.51% more ownership

Funds ownership: 47.11%47.62% (+0.51%)

1% less repeat investments, than reductions

Existing positions increased: 547 | Existing positions reduced: 551

Holders
1,550
Holders Change
+111
Holders Change %
+7.71%
% of All Funds
18.85%
Holding in Top 10
206
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+6.74%
% of All Funds
2.51%
New
192
Increased
547
Reduced
551
Closed
54
Calls
$1.3M
Puts
$328K
Net Calls
+$972K
Net Calls Change
-$400K
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
826
Novare Capital Management
North Carolina
$938K -$1.03M -38,434 -52%
CIA
827
Covington Investment Advisors
Pennsylvania
$931K -$42.8K -1,604 -4%
DSC
828
Daytona Street Capital
Missouri
$931K +$924K +34,593 New
LWMI
829
Landmark Wealth Management (Illinois)
Illinois
$923K -$268K -10,047 -23%
RWM
830
Ritholtz Wealth Management
New York
$922K +$559K +20,928 +157%
TWA
831
Trellis Wealth Advisors
California
$918K
ARC
832
Advisor Resource Council
Texas
$918K +$895K +33,505 New
HGWM
833
Horst & Graben Wealth Management
Oregon
$910K
Qube Research & Technologies (QRT)
834
Qube Research & Technologies (QRT)
United Kingdom
$903K -$1.03M -38,443 -53%
SWM
835
Spire Wealth Management
Virginia
$902K +$78.2K +2,928 +10%
E
836
EntreWealth
Texas
$901K +$884K +33,093 New
CA
837
Claro Advisors
Massachusetts
$898K -$8.73K -327 -1%
FBB
838
Fulton Breakefield Broenniman
Maryland
$897K +$80.1K +3,000 +10%
FFO
839
Fiduciary Family Office
Florida
$893K
KJWM
840
Kiley Juergens Wealth Management
Washington
$881K +$1.42K +53 +0.2%
ACM
841
Anfield Capital Management
California
$880K +$2.62K +98 +0.3%
ICM
842
Intrepid Capital Management
Florida
$877K -$828K -30,987 -49%
FMWA
843
Forvis Mazars Wealth Advisors
Missouri
$876K +$143K +5,371 +20%
CWA
844
CM Wealth Advisors
Ohio
$876K
AllianceBernstein
845
AllianceBernstein
Tennessee
$873K +$867K +32,450 New
SAM
846
SVRN Asset Management
Texas
$872K +$865K +32,400 New
VVP
847
Venture Visionary Partners
Ohio
$871K -$114K -4,256 -12%
CCC
848
Compass Capital Corp
Massachusetts
$871K -$147K -5,491 -15%
OCA
849
OpenArc Corporate Advisory
Georgia
$867K +$861K +32,229 New
SFS
850
Security Financial Services
Indiana
$866K