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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 55 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

249% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 55

8% more funds holding

Funds holding: 1,4401,550 (+110)

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
+110
Holders Change %
+7.64%
% 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
55
Calls
$1.3M
Puts
$328K
Net Calls
+$972K
Net Calls Change
-$400K
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
851
Bernardo Wealth Planning
Pennsylvania
$862K +$7.75K +290 +0.9%
WPW
852
Watershed Private Wealth
Illinois
$859K -$33.7K -1,261 -4%
RW
853
Rede Wealth
Virginia
$855K +$849K +31,782 New
DIA
854
Dana Investment Advisors
Wisconsin
$849K +$614 +23 +0.1%
DADC
855
D.A. Davidson & Co
Montana
$847K +$311K +11,648 +59%
CFG
856
Citizens Financial Group
Rhode Island
$842K +$374 +14 +0%
CFP
857
Catalyst Financial Partners
Massachusetts
$840K -$14.3K -535 -2%
CWM
858
Chesapeake Wealth Management
Virginia
$834K
KA
859
Klingman & Associates
New York
$828K -$48.2K -1,806 -6%
IPA
860
Investment Planning Advisors
Georgia
$825K +$1.55K +58 +0.2%
FF
861
Francis Financial
$824K +$410K +15,346 +100%
CWA
862
Crux Wealth Advisors
California
$822K +$2.43K +91 +0.3%
PFBT
863
Parkside Financial Bank & Trust
Missouri
$821K -$13.6K -508 -2%
DI
864
Disciplined Investors
Texas
$821K -$18K -675 -2%
CFP
865
Cascade Financial Partners
California
$819K -$86K -3,219 -10%
AAP
866
Arax Advisory Partners
Colorado
$818K +$812K +30,395 New
ATI
867
ARK & TLK Investments
Oklahoma
$816K
LF
868
LifePlan Financial
Minnesota
$815K -$32.2K -1,206 -4%
WJWM
869
Williams Jones Wealth Management
New York
$815K +$62K +2,321 +8%
TA
870
Tactive Advisors
Florida
$811K +$371K +13,887 +85%
DWA
871
Davis Wealth Advisors
New Hampshire
$807K +$801K +29,999 New
JCM
872
Jacobsen Capital Management
Utah
$801K -$272K -10,179 -25%
GT
873
Greenleaf Trust
Michigan
$800K
WP
874
WealthPLAN Partners
Nebraska
$797K -$19.5K -729 -2%
BA
875
Bridgewater Advisors
New York
$796K -$27K -1,010 -3%