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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
PFA
876
Perryman Financial Advisory
Texas
$783K
SPP
877
Single Point Partners
Massachusetts
$782K
LRPA
878
L. Roy Papp & Associates
Arizona
$773K
TC
879
TFR Capital
Texas
$771K
HWA
880
HCR Wealth Advisors
California
$769K
WFA
881
WestHill Financial Advisors
California
$767K
RIS
882
Retirement Income Solutions
Michigan
$766K
GI
883
GS Investments
Minnesota
$765K
FWMP
884
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$762K
ICP
885
Impact Capital Partners
Colorado
$753K
SMC
886
Smith, Moore & Co
Missouri
$753K
BHWM
887
Beaird Harris Wealth Management
Texas
$751K
M&T Bank
888
M&T Bank
New York
$745K
DWA
889
Delap Wealth Advisory
Oregon
$744K
PPF
890
Pacific Park Financial
California
$737K
CFP
891
Cypress Financial Planning
New Jersey
$736K
HIC
892
Hartline Investment Corp
Illinois
$721K
JIC
893
Joel Isaacson & Co
New York
$719K
AWM
894
Accurate Wealth Management
Florida
$715K
FFS
895
Founders Financial Securities
Maryland
$715K
NEPWA
896
New England Private Wealth Advisors
Massachusetts
$713K
AG
897
Ascent Group
Virginia
$713K
GA
898
Goldstein Advisors
Wisconsin
$713K
BWM
899
BlackDiamond Wealth Management
New York
$712K
OC
900
Oarsman Capital
Wisconsin
$712K