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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
KA
851
Klingman & Associates
New York
$828K
IPA
852
Investment Planning Advisors
Georgia
$825K
FF
853
Francis Financial
$824K
CWA
854
Crux Wealth Advisors
California
$822K
PFBT
855
Parkside Financial Bank & Trust
Missouri
$821K
DI
856
Disciplined Investors
Texas
$821K
CFP
857
Cascade Financial Partners
California
$819K
AAP
858
Arax Advisory Partners
Colorado
$818K
ATI
859
ARK & TLK Investments
Oklahoma
$816K
LF
860
LifePlan Financial
Minnesota
$815K
WJWM
861
Williams Jones Wealth Management
New York
$815K
TA
862
Tactive Advisors
Florida
$811K
DWA
863
Davis Wealth Advisors
New Hampshire
$807K
JCM
864
Jacobsen Capital Management
Utah
$801K
GT
865
Greenleaf Trust
Michigan
$800K
WP
866
WealthPLAN Partners
Nebraska
$797K
BA
867
Bridgewater Advisors
New York
$796K
TA
868
TrueWealth Advisors
Alabama
$795K
CA
869
Continuum Advisory
Idaho
$791K
BFC
870
Bedel Financial Consulting
Indiana
$789K
TWM
871
Tanglewood Wealth Management
Texas
$787K
TCBWMS
872
Texas Capital Bank Wealth Management Services
Texas
$787K
CIM
873
Catalyst Investment Management
New Hampshire
$786K
FFB
874
First Financial Bankshares
Texas
$785K
PFA
875
Perryman Financial Advisory
Texas
$783K