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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
SPP
876
Single Point Partners
Massachusetts
$782K
LRPA
877
L. Roy Papp & Associates
Arizona
$773K
TC
878
TFR Capital
Texas
$771K
HWA
879
HCR Wealth Advisors
California
$769K
WFA
880
WestHill Financial Advisors
California
$767K
RIS
881
Retirement Income Solutions
Michigan
$766K
GI
882
GS Investments
Minnesota
$765K
FWMP
883
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$762K
ICP
884
Impact Capital Partners
Colorado
$753K
SMC
885
Smith, Moore & Co
Missouri
$753K
BHWM
886
Beaird Harris Wealth Management
Texas
$751K
M&T Bank
887
M&T Bank
New York
$745K
DWA
888
Delap Wealth Advisory
Oregon
$744K
PPF
889
Pacific Park Financial
California
$737K
CFP
890
Cypress Financial Planning
New Jersey
$736K
HIC
891
Hartline Investment Corp
Illinois
$721K
JIC
892
Joel Isaacson & Co
New York
$719K
AWM
893
Accurate Wealth Management
Florida
$715K
FFS
894
Founders Financial Securities
Maryland
$715K
NEPWA
895
New England Private Wealth Advisors
Massachusetts
$713K
AG
896
Ascent Group
Virginia
$713K
GA
897
Goldstein Advisors
Wisconsin
$713K
BWM
898
BlackDiamond Wealth Management
New York
$712K
OC
899
Oarsman Capital
Wisconsin
$712K
TF
900
Trek Financial
Arizona
$711K