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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 54 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

256% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 54

8% more funds holding

Funds holding: 1,4391,550 (+111)

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
+111
Holders Change %
+7.71%
% 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
54
Calls
$1.3M
Puts
$328K
Net Calls
+$972K
Net Calls Change
-$400K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
901
Accurate Wealth Management
Florida
$715K -$122K -4,564 -15%
FFS
902
Founders Financial Securities
Maryland
$715K +$709K +26,564 New
NEPWA
903
New England Private Wealth Advisors
Massachusetts
$713K +$1.68K +63 +0.2%
AG
904
Ascent Group
Virginia
$713K +$13.5K +505 +2%
GA
905
Goldstein Advisors
Wisconsin
$713K +$10.7K +401 +2%
BWM
906
BlackDiamond Wealth Management
New York
$712K +$17K +638 +3%
OC
907
Oarsman Capital
Wisconsin
$712K -$10.7K -400 -1%
TF
908
Trek Financial
Arizona
$711K +$77.3K +2,895 +12%
AT
909
American Trust
Kentucky
$707K -$349K -13,085 -33%
OCA
910
Odyssey Capital Advisors
Pennsylvania
$704K +$699K +26,178 New
HIM
911
Harbour Investment Management
Washington
$701K
FA
912
Fiduciary Alliance
South Carolina
$698K +$53 +2 +0%
MOS
913
MGO One Seven
Ohio
$696K -$22.8K -852 -3%
MAV
914
Mason & Associates (Virginia)
Virginia
$691K -$74.7K -2,798 -10%
EFG
915
Elevated Financial Group
Indiana
$686K +$681K +25,509 New
AWA
916
Aaron Wealth Advisors
Illinois
$684K +$1.68K +63 +0.2%
JWBC
917
John W. Brooker & Co
California
$676K -$365K -13,686 -35%
AFP
918
ATLas Financial Planning
Georgia
$675K +$670K +25,094 New
TM
919
Torren Management
California
$675K +$669K +25,069 New
VBFP
920
Valtinson Bruner Financial Planning
Minnesota
$674K +$93.2K +3,489 +16%
GC
921
Gibson Capital
Pennsylvania
$674K
PAW
922
Plan A Wealth
Nebraska
$674K -$8.17K -306 -1%
SC
923
Slow Capital
California
$673K -$9.53K -357 -1%
RCAG
924
Rehmann Capital Advisory Group
Michigan
$669K -$5.47K -205 -0.8%
AIM
925
Acropolis Investment Management
Missouri
$667K +$21.2K +795 +3%