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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
TA
851
Tactive Advisors
Florida
$811K
DWA
852
Davis Wealth Advisors
New Hampshire
$807K
JCM
853
Jacobsen Capital Management
Utah
$801K
GT
854
Greenleaf Trust
Michigan
$800K
WP
855
WealthPLAN Partners
Nebraska
$797K
BA
856
Bridgewater Advisors
New York
$796K
TA
857
TrueWealth Advisors
Alabama
$795K
CA
858
Continuum Advisory
Idaho
$791K
BFC
859
Bedel Financial Consulting
Indiana
$789K
TWM
860
Tanglewood Wealth Management
Texas
$787K
TCBWMS
861
Texas Capital Bank Wealth Management Services
Texas
$787K
CIM
862
Catalyst Investment Management
New Hampshire
$786K
FFB
863
First Financial Bankshares
Texas
$785K
PFA
864
Perryman Financial Advisory
Texas
$783K
SPP
865
Single Point Partners
Massachusetts
$782K
LRPA
866
L. Roy Papp & Associates
Arizona
$773K
TC
867
TFR Capital
Texas
$771K
HWA
868
HCR Wealth Advisors
California
$769K
WFA
869
WestHill Financial Advisors
California
$767K
RIS
870
Retirement Income Solutions
Michigan
$766K
GI
871
GS Investments
Minnesota
$765K
FWMP
872
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$762K
ICP
873
Impact Capital Partners
Colorado
$753K
SMC
874
Smith, Moore & Co
Missouri
$753K
BHWM
875
Beaird Harris Wealth Management
Texas
$751K