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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
NCM
926
Northwest Capital Management
Oregon
$642K
WS
927
Wedbush Securities
California
$642K
WN
928
Williams & Novak
California
$641K
RFA
929
Resurgent Financial Advisors
Georgia
$640K
CGL
930
Clarius Group LLC
Washington
$638K
AAG
931
Armstrong Advisory Group
Massachusetts
$637K
MIM
932
Moseley Investment Management
Florida
$633K
OFG
933
Oxford Financial Group
Indiana
$631K
LWMNY
934
Landmark Wealth Management (New York)
New York
$621K
KWA
935
Kingswood Wealth Advisors
California
$621K
First Manhattan
936
First Manhattan
New York
$619K
PI
937
PFG Investments
New York
$618K
CWM
938
Connecticut Wealth Management
Connecticut
$614K
BC
939
Brio Consultants
California
$611K
CPP
940
Capasso Planning Partners
South Carolina
$610K
BTI
941
Blue Trust Inc
Georgia
$607K
FMN
942
Financial Management Network
California
$603K
CIA
943
Cape Investment Advisory
Georgia
$603K
BWM
944
Boyd Wealth Management
California
$601K
HFS
945
Heritage Financial Services
Massachusetts
$599K
PTB
946
Pioneer Trust Bank
Oregon
$598K
VA
947
Vident Advisory
Georgia
$595K
LWL
948
Leo Wealth LLC
Texas
$591K
KA
949
Kure Advisory
Minnesota
$585K
SAM
950
Stembrook Asset Management
New Jersey
$583K