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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
VBFP
901
Valtinson Bruner Financial Planning
Minnesota
$674K
GC
902
Gibson Capital
Pennsylvania
$674K
PAW
903
Plan A Wealth
Nebraska
$674K
SC
904
Slow Capital
California
$673K
AIM
905
Acropolis Investment Management
Missouri
$667K
MCWS
906
McKinley Carter Wealth Services
West Virginia
$665K
BOSSRA
907
B.O.S.S. Retirement Advisors
Utah
$665K
PPW
908
Pasadena Private Wealth
California
$663K
GIA
909
GHP Investment Advisors
Colorado
$660K
MCCP
910
Mission Creek Capital Partners
California
$654K
GCP
911
Gill Capital Partners
Colorado
$651K
DA
912
Drake & Associates
Wisconsin
$648K
BSI
913
Bennett Selby Investments
Maine
$645K
NCM
914
Northwest Capital Management
Oregon
$642K
WS
915
Wedbush Securities
California
$642K
WN
916
Williams & Novak
California
$641K
RFA
917
Resurgent Financial Advisors
Georgia
$640K
CGL
918
Clarius Group LLC
Washington
$638K
AAG
919
Armstrong Advisory Group
Massachusetts
$637K
MIM
920
Moseley Investment Management
Florida
$633K
OFG
921
Oxford Financial Group
Indiana
$631K
LWMNY
922
Landmark Wealth Management (New York)
New York
$621K
KWA
923
Kingswood Wealth Advisors
California
$621K
First Manhattan
924
First Manhattan
New York
$619K
PI
925
PFG Investments
New York
$618K