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