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Schwab US Large- Cap ETF

1,519 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 178 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%47.08% (+0.03%)

2% less repeat investments, than reductions

Existing positions increased: 537 | Existing positions reduced: 549

Holders
1,519
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
PI
926
PFG Investments
New York
$618K
CWM
927
Connecticut Wealth Management
Connecticut
$614K
BC
928
Brio Consultants
California
$611K
CPP
929
Capasso Planning Partners
South Carolina
$610K
BTI
930
Blue Trust Inc
Georgia
$607K
FMN
931
Financial Management Network
California
$603K
CIA
932
Cape Investment Advisory
Georgia
$603K
BWM
933
Boyd Wealth Management
California
$601K
HFS
934
Heritage Financial Services
Massachusetts
$599K
PTB
935
Pioneer Trust Bank
Oregon
$598K
VA
936
Vident Advisory
Georgia
$595K
LWL
937
Leo Wealth LLC
Texas
$591K
KA
938
Kure Advisory
Minnesota
$585K
SAM
939
Stembrook Asset Management
New Jersey
$583K
IIC
940
Ironwood Investment Counsel
Arizona
$582K
GFA
941
Gallagher Fiduciary Advisors
Illinois
$579K
C
942
Certuity
Florida
$575K
PCG
943
Prosperity Consulting Group
Maryland
$573K
LC
944
LCNB Corp
Ohio
$569K
NFTC
945
North Forty Two & Co
Oregon
$563K
DF
946
DecisionPoint Financial
Arizona
$562K
NWML
947
Nolet Wealth Management, LLC
Texas
$561K
RWM
948
Rockwood Wealth Management
Pennsylvania
$561K
FG
949
Fairman Group
Pennsylvania
$561K
MYIA
950
Mount Yale Investment Advisors
Colorado
$560K