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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
TF
901
Trek Financial
Arizona
$711K
AT
902
American Trust
Kentucky
$707K
OCA
903
Odyssey Capital Advisors
Pennsylvania
$704K
HIM
904
Harbour Investment Management
Washington
$701K
FA
905
Fiduciary Alliance
South Carolina
$698K
MOS
906
MGO One Seven
Ohio
$696K
MAV
907
Mason & Associates (Virginia)
Virginia
$691K
EFG
908
Elevated Financial Group
Indiana
$686K
AWA
909
Aaron Wealth Advisors
Illinois
$684K
JWBC
910
John W. Brooker & Co
California
$676K
AFP
911
ATLas Financial Planning
Georgia
$675K
TM
912
Torren Management
California
$675K
VBFP
913
Valtinson Bruner Financial Planning
Minnesota
$674K
GC
914
Gibson Capital
Pennsylvania
$674K
PAW
915
Plan A Wealth
Nebraska
$674K
SC
916
Slow Capital
California
$673K
RCAG
917
Rehmann Capital Advisory Group
Michigan
$669K
AIM
918
Acropolis Investment Management
Missouri
$667K
MCWS
919
McKinley Carter Wealth Services
West Virginia
$665K
BOSSRA
920
B.O.S.S. Retirement Advisors
Utah
$665K
PPW
921
Pasadena Private Wealth
California
$663K
GIA
922
GHP Investment Advisors
Colorado
$660K
MCCP
923
Mission Creek Capital Partners
California
$654K
GCP
924
Gill Capital Partners
Colorado
$651K
DA
925
Drake & Associates
Wisconsin
$648K