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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
IIC
951
Ironwood Investment Counsel
Arizona
$582K
GFA
952
Gallagher Fiduciary Advisors
Illinois
$579K
C
953
Certuity
Florida
$575K
PCG
954
Prosperity Consulting Group
Maryland
$573K
LC
955
LCNB Corp
Ohio
$569K
NFTC
956
North Forty Two & Co
Oregon
$563K
DF
957
DecisionPoint Financial
Arizona
$562K
NWM
958
Nolet Wealth Management
Texas
$561K
RWM
959
Rockwood Wealth Management
Pennsylvania
$561K
FG
960
Fairman Group
Pennsylvania
$561K
MYIA
961
Mount Yale Investment Advisors
Colorado
$560K
MCM
962
Morton Capital Management
California
$560K
FFA
963
Fragasso Financial Advisors
Pennsylvania
$560K
CAL
964
Capital Analysts LLC
Pennsylvania
$559K
GWM
965
GSB Wealth Management
Connecticut
$558K
CPW
966
Crestmont Private Wealth
Texas
$554K
EFA
967
Evernest Financial Advisors
Indiana
$554K
KWM
968
KW Wealth Management
California
$554K
BCMLT
969
Beacon Capital Management LLC (Tennessee)
Tennessee
$552K
FCB
970
First County Bank
Connecticut
$550K
G
971
Gainplan
Michigan
$544K
MWA
972
Motive Wealth Advisors
Michigan
$544K
WCM
973
Weik Capital Management
Pennsylvania
$542K
EFL
974
ERn Financial LLC
Wisconsin
$542K
MWA
975
Martel Wealth Advisors
Washington
$540K