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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
AT
901
American Trust
Kentucky
$707K
OCA
902
Odyssey Capital Advisors
Pennsylvania
$704K
HIM
903
Harbour Investment Management
Washington
$701K
FA
904
Fiduciary Alliance
South Carolina
$698K
MOS
905
MGO One Seven
Ohio
$696K
MAV
906
Mason & Associates (Virginia)
Virginia
$691K
EFG
907
Elevated Financial Group
Indiana
$686K
AWA
908
Aaron Wealth Advisors
Illinois
$684K
JWBC
909
John W. Brooker & Co
California
$676K
AFP
910
ATLas Financial Planning
Georgia
$675K
TM
911
Torren Management
California
$675K
VBFP
912
Valtinson Bruner Financial Planning
Minnesota
$674K
GC
913
Gibson Capital
Pennsylvania
$674K
PAW
914
Plan A Wealth
Nebraska
$674K
SC
915
Slow Capital
California
$673K
RCAG
916
Rehmann Capital Advisory Group
Michigan
$669K
AIM
917
Acropolis Investment Management
Missouri
$667K
MCWS
918
McKinley Carter Wealth Services
West Virginia
$665K
BOSSRA
919
B.O.S.S. Retirement Advisors
Utah
$665K
PPW
920
Pasadena Private Wealth
California
$663K
GIA
921
GHP Investment Advisors
Colorado
$660K
MCCP
922
Mission Creek Capital Partners
California
$654K
GCP
923
Gill Capital Partners
Colorado
$651K
DA
924
Drake & Associates
Wisconsin
$648K
BSI
925
Bennett Selby Investments
Maine
$645K