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Schwab US Large- Cap ETF

1,519 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 178 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%47.08% (+0.03%)

2% less repeat investments, than reductions

Existing positions increased: 537 | Existing positions reduced: 549

Holders
1,519
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
BHWM
876
Beaird Harris Wealth Management
Texas
$751K
M&T Bank
877
M&T Bank
New York
$745K
DWA
878
Delap Wealth Advisory
Oregon
$744K
PPF
879
Pacific Park Financial
California
$737K
CFP
880
Cypress Financial Planning
New Jersey
$736K
HIC
881
Hartline Investment Corp
Illinois
$721K
JIC
882
Joel Isaacson & Co
New York
$719K
AWM
883
Accurate Wealth Management
Florida
$715K
FFS
884
Founders Financial Securities
Maryland
$715K
NEPWA
885
New England Private Wealth Advisors
Massachusetts
$713K
AG
886
Ascent Group
Virginia
$713K
GA
887
Goldstein Advisors
Wisconsin
$713K
BWM
888
BlackDiamond Wealth Management
New York
$712K
OC
889
Oarsman Capital
Wisconsin
$712K
TF
890
Trek Financial
Arizona
$711K
AT
891
American Trust
Kentucky
$707K
OCA
892
Odyssey Capital Advisors
Pennsylvania
$704K
HIM
893
Harbour Investment Management
Washington
$701K
FA
894
Fiduciary Alliance
South Carolina
$698K
MOS
895
MGO One Seven
Ohio
$696K
MAV
896
Mason & Associates (Virginia)
Virginia
$691K
EFG
897
Elevated Financial Group
Indiana
$686K
AWA
898
Aaron Wealth Advisors
Illinois
$684K
JWBC
899
John W. Brooker & Co
California
$676K
AFP
900
ATLas Financial Planning
Georgia
$675K