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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
MCM
951
Morton Capital Management
California
$560K
FFA
952
Fragasso Financial Advisors
Pennsylvania
$560K
CAL
953
Capital Analysts LLC
Pennsylvania
$559K
GWM
954
GSB Wealth Management
Connecticut
$558K
CPW
955
Crestmont Private Wealth
Texas
$554K
EFA
956
Evernest Financial Advisors
Indiana
$554K
KWM
957
KW Wealth Management
California
$554K
BCMLT
958
Beacon Capital Management LLC (Tennessee)
Tennessee
$552K
FCB
959
First County Bank
Connecticut
$550K
G
960
Gainplan
Michigan
$544K
MWA
961
Motive Wealth Advisors
Michigan
$544K
WCM
962
Weik Capital Management
Pennsylvania
$542K
EFL
963
ERn Financial LLC
Wisconsin
$542K
MWA
964
Martel Wealth Advisors
Washington
$540K
WCP
965
Wick Capital Partners
Pennsylvania
$538K
RLWM
966
RF&L Wealth Management
Massachusetts
$537K
EAM
967
Empirical Asset Management
Massachusetts
$537K
CGFA
968
Colton Groome Financial Advisors
North Carolina
$534K
TMWM
969
Taylor & Morgan Wealth Management
Michigan
$534K
LWANC
970
Laurel Wealth Advisors (North Carolina)
North Carolina
$532K
CCP
971
Carmel Capital Partners
California
$530K
CCM
972
Canal Capital Management
Virginia
$529K
MIC
973
Means Investment Company
Maine
$526K
CAMG
974
CWA Asset Management Group
Florida
$524K
GB
975
Goepper Burkhardt
South Carolina
$523K