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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
TA
876
TrueWealth Advisors
Alabama
$795K -$5.34K -200 -0.7%
CA
877
Continuum Advisory
Idaho
$791K -$40.6K -1,520 -5%
BFC
878
Bedel Financial Consulting
Indiana
$789K -$19.5K -729 -2%
TWM
879
Tanglewood Wealth Management
Texas
$787K -$27 -1 -0%
TCBWMS
880
Texas Capital Bank Wealth Management Services
Texas
$787K +$781K +29,246 New
CIM
881
Catalyst Investment Management
New Hampshire
$786K +$780K +29,218 New
FFB
882
First Financial Bankshares
Texas
$785K -$90.1K -3,375 -10%
PFA
883
Perryman Financial Advisory
Texas
$783K +$777K +29,092 New
SPP
884
Single Point Partners
Massachusetts
$782K
LRPA
885
L. Roy Papp & Associates
Arizona
$773K
TC
886
TFR Capital
Texas
$771K +$1.42K +53 +0.2%
HWA
887
HCR Wealth Advisors
California
$769K +$36.3K +1,358 +5%
WFA
888
WestHill Financial Advisors
California
$767K
RIS
889
Retirement Income Solutions
Michigan
$766K
GI
890
GS Investments
Minnesota
$765K
FWMP
891
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$762K
ICP
892
Impact Capital Partners
Colorado
$753K +$2.22K +83 +0.3%
SMC
893
Smith, Moore & Co
Missouri
$753K +$3.52K +132 +0.5%
BHWM
894
Beaird Harris Wealth Management
Texas
$751K +$32.4K +1,214 +5%
M&T Bank
895
M&T Bank
New York
$745K -$2.16K -81 -0.3%
DWA
896
Delap Wealth Advisory
Oregon
$744K +$490K +18,362 +197%
PPF
897
Pacific Park Financial
California
$737K +$731K +27,380 New
CFP
898
Cypress Financial Planning
New Jersey
$736K -$87.9K -3,292 -11%
HIC
899
Hartline Investment Corp
Illinois
$721K +$24.9K +934 +4%
JIC
900
Joel Isaacson & Co
New York
$719K +$694 +26 +0.1%