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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
MWA
976
Martel Wealth Advisors
Washington
$540K
WCP
977
Wick Capital Partners
Pennsylvania
$538K
RLWM
978
RF&L Wealth Management
Massachusetts
$537K
EAM
979
Empirical Asset Management
Massachusetts
$537K
CGFA
980
Colton Groome Financial Advisors
North Carolina
$534K
TMWM
981
Taylor & Morgan Wealth Management
Michigan
$534K
LWANC
982
Laurel Wealth Advisors (North Carolina)
North Carolina
$532K
CCP
983
Carmel Capital Partners
California
$530K
CCM
984
Canal Capital Management
Virginia
$529K
MIC
985
Means Investment Company
Maine
$526K
CAMG
986
CWA Asset Management Group
Florida
$524K
GB
987
Goepper Burkhardt
South Carolina
$523K
IWMO
988
Integrated Wealth Management (Ohio)
Ohio
$523K
NL
989
NWAM LLC
Washington
$521K
CP
990
Capital Planning
Washington
$520K
GRR
991
Golden Reserve Retirement
Ohio
$519K
UCI
992
Uncommon Cents Investing
Wisconsin
$518K
GKWIM
993
Gerber Kawasaki Wealth & Investment Management
California
$515K
PP
994
Patten & Patten
Tennessee
$514K
RGF
995
Retirement Guys Formula
Ohio
$510K
Members Trust
996
Members Trust
Florida
$506K
SWA
997
Stratos Wealth Advisors
Ohio
$506K
CCA
998
Cadent Capital Advisors
Oklahoma
$505K
NB
999
NBT Bank
New York
$505K
AFA
1000
Arlington Financial Advisors
California
$504K