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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
MCWS
926
McKinley Carter Wealth Services
West Virginia
$665K -$263K -9,861 -29%
BOSSRA
927
B.O.S.S. Retirement Advisors
Utah
$665K +$660K +24,699 New
PPW
928
Pasadena Private Wealth
California
$663K -$16.9K -634 -3%
GIA
929
GHP Investment Advisors
Colorado
$660K -$8.14K -305 -1%
MCCP
930
Mission Creek Capital Partners
California
$654K
GCP
931
Gill Capital Partners
Colorado
$651K +$203K +7,620 +46%
DA
932
Drake & Associates
Wisconsin
$648K
BSI
933
Bennett Selby Investments
Maine
$645K +$303K +11,351 +90%
NCM
934
Northwest Capital Management
Oregon
$642K -$7.68M -287,764 -92%
WS
935
Wedbush Securities
California
$642K +$637K +23,858 New
WN
936
Williams & Novak
California
$641K -$12.1K -452 -2%
RFA
937
Resurgent Financial Advisors
Georgia
$640K
CGL
938
Clarius Group LLC
Washington
$638K
AAG
939
Armstrong Advisory Group
Massachusetts
$637K -$81.9K -3,065 -11%
MIM
940
Moseley Investment Management
Florida
$633K
OFG
941
Oxford Financial Group
Indiana
$631K -$326K -12,212 -34%
LWMNY
942
Landmark Wealth Management (New York)
New York
$621K -$21.6K -807 -3%
KWA
943
Kingswood Wealth Advisors
California
$621K -$62.7K -2,348 -9%
First Manhattan
944
First Manhattan
New York
$619K -$33.3K -1,248 -5%
PI
945
PFG Investments
New York
$618K +$1.66K +62 +0.3%
CWM
946
Connecticut Wealth Management
Connecticut
$614K +$107 +4 +0%
BC
947
Brio Consultants
California
$611K +$44.8K +1,676 +8%
CPP
948
Capasso Planning Partners
South Carolina
$610K -$140K -5,251 -19%
BTI
949
Blue Trust Inc
Georgia
$607K -$28.6K -1,071 -5%
FMN
950
Financial Management Network
California
$603K +$1.66K +62 +0.3%