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