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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
CWM
851
Chesapeake Wealth Management
Virginia
$834K
KA
852
Klingman & Associates
New York
$828K
IPA
853
Investment Planning Advisors
Georgia
$825K
FF
854
Francis Financial
$824K
CWA
855
Crux Wealth Advisors
California
$822K
PFBT
856
Parkside Financial Bank & Trust
Missouri
$821K
DI
857
Disciplined Investors
Texas
$821K
CFP
858
Cascade Financial Partners
California
$819K
AAP
859
Arax Advisory Partners
Colorado
$818K
ATI
860
ARK & TLK Investments
Oklahoma
$816K
LF
861
LifePlan Financial
Minnesota
$815K
WJWM
862
Williams Jones Wealth Management
New York
$815K
TA
863
Tactive Advisors
Florida
$811K
DWA
864
Davis Wealth Advisors
New Hampshire
$807K
JCM
865
Jacobsen Capital Management
Utah
$801K
GT
866
Greenleaf Trust
Michigan
$800K
WP
867
WealthPLAN Partners
Nebraska
$797K
BA
868
Bridgewater Advisors
New York
$796K
TA
869
TrueWealth Advisors
Alabama
$795K
CA
870
Continuum Advisory
Idaho
$791K
BFC
871
Bedel Financial Consulting
Indiana
$789K
TWM
872
Tanglewood Wealth Management
Texas
$787K
TCBWMS
873
Texas Capital Bank Wealth Management Services
Texas
$787K
CIM
874
Catalyst Investment Management
New Hampshire
$786K
FFB
875
First Financial Bankshares
Texas
$785K