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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
SAM
951
Stembrook Asset Management
New Jersey
$583K
IIC
952
Ironwood Investment Counsel
Arizona
$582K
GFA
953
Gallagher Fiduciary Advisors
Illinois
$579K
C
954
Certuity
Florida
$575K
PCG
955
Prosperity Consulting Group
Maryland
$573K
LC
956
LCNB Corp
Ohio
$569K
NFTC
957
North Forty Two & Co
Oregon
$563K
DF
958
DecisionPoint Financial
Arizona
$562K
NWM
959
Nolet Wealth Management
Texas
$561K
RWM
960
Rockwood Wealth Management
Pennsylvania
$561K
FG
961
Fairman Group
Pennsylvania
$561K
MYIA
962
Mount Yale Investment Advisors
Colorado
$560K
MCM
963
Morton Capital Management
California
$560K
FFA
964
Fragasso Financial Advisors
Pennsylvania
$560K
CAL
965
Capital Analysts LLC
Pennsylvania
$559K
GWM
966
GSB Wealth Management
Connecticut
$558K
CPW
967
Crestmont Private Wealth
Texas
$554K
EFA
968
Evernest Financial Advisors
Indiana
$554K
KWM
969
KW Wealth Management
California
$554K
BCMLT
970
Beacon Capital Management LLC (Tennessee)
Tennessee
$552K
FCB
971
First County Bank
Connecticut
$550K
G
972
Gainplan
Michigan
$544K
MWA
973
Motive Wealth Advisors
Michigan
$544K
WCM
974
Weik Capital Management
Pennsylvania
$542K
EFL
975
ERn Financial LLC
Wisconsin
$542K