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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
CIA
951
Cape Investment Advisory
Georgia
$603K +$598K +22,388 +93,283%
BWM
952
Boyd Wealth Management
California
$601K -$53 -2 -0%
HFS
953
Heritage Financial Services
Massachusetts
$599K
PTB
954
Pioneer Trust Bank
Oregon
$598K
VA
955
Vident Advisory
Georgia
$595K +$103K +3,868 +21%
LWL
956
Leo Wealth LLC
Texas
$591K +$586K +21,945 New
KA
957
Kure Advisory
Minnesota
$585K +$581K +21,746 New
SAM
958
Stembrook Asset Management
New Jersey
$583K +$579K +21,672 New
IIC
959
Ironwood Investment Counsel
Arizona
$582K -$25.4K -952 -4%
GFA
960
Gallagher Fiduciary Advisors
Illinois
$579K -$12.4K -464 -2%
C
961
Certuity
Florida
$575K +$134 +5 +0%
PCG
962
Prosperity Consulting Group
Maryland
$573K +$213K +7,971 +60%
LC
963
LCNB Corp
Ohio
$569K
NFTC
964
North Forty Two & Co
Oregon
$563K
DF
965
DecisionPoint Financial
Arizona
$562K
NWM
966
Nolet Wealth Management
Texas
$561K +$557K +20,860 New
RWM
967
Rockwood Wealth Management
Pennsylvania
$561K +$1.33K +50 +0.2%
FG
968
Fairman Group
Pennsylvania
$561K -$10.6K -398 -2%
MYIA
969
Mount Yale Investment Advisors
Colorado
$560K +$556K +20,825 New
MCM
970
Morton Capital Management
California
$560K +$134 +5 +0%
FFA
971
Fragasso Financial Advisors
Pennsylvania
$560K -$22.7K -849 -4%
GWM
972
GSB Wealth Management
Connecticut
$558K -$2.88K -108 -0.5%
CPW
973
Crestmont Private Wealth
Texas
$554K -$3.5K -131 -0.6%
EFA
974
Evernest Financial Advisors
Indiana
$554K -$148K -5,560 -22%
KWM
975
KW Wealth Management
California
$554K -$2.67K -100 -0.5%