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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
BSI
926
Bennett Selby Investments
Maine
$645K
NCM
927
Northwest Capital Management
Oregon
$642K
WS
928
Wedbush Securities
California
$642K
WN
929
Williams & Novak
California
$641K
RFA
930
Resurgent Financial Advisors
Georgia
$640K
CGL
931
Clarius Group LLC
Washington
$638K
AAG
932
Armstrong Advisory Group
Massachusetts
$637K
MIM
933
Moseley Investment Management
Florida
$633K
OFG
934
Oxford Financial Group
Indiana
$631K
LWMNY
935
Landmark Wealth Management (New York)
New York
$621K
KWA
936
Kingswood Wealth Advisors
California
$621K
First Manhattan
937
First Manhattan
New York
$619K
PI
938
PFG Investments
New York
$618K
CWM
939
Connecticut Wealth Management
Connecticut
$614K
BC
940
Brio Consultants
California
$611K
CPP
941
Capasso Planning Partners
South Carolina
$610K
BTI
942
Blue Trust Inc
Georgia
$607K
FMN
943
Financial Management Network
California
$603K
CIA
944
Cape Investment Advisory
Georgia
$603K
BWM
945
Boyd Wealth Management
California
$601K
HFS
946
Heritage Financial Services
Massachusetts
$599K
PTB
947
Pioneer Trust Bank
Oregon
$598K
VA
948
Vident Advisory
Georgia
$595K
LWL
949
Leo Wealth LLC
Texas
$591K
KA
950
Kure Advisory
Minnesota
$585K