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Schwab US Large- Cap ETF

1,518 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 177 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%47.07% (+0.03%)

2% less repeat investments, than reductions

Existing positions increased: 537 | Existing positions reduced: 549

Holders
1,518
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
CP
976
Capital Planning
Washington
$520K
GRR
977
Golden Reserve Retirement
Ohio
$519K
UCI
978
Uncommon Cents Investing
Wisconsin
$518K
GKWIM
979
Gerber Kawasaki Wealth & Investment Management
California
$515K
PP
980
Patten & Patten
Tennessee
$514K
RGF
981
Retirement Guys Formula
Ohio
$510K
Members Trust
982
Members Trust
Florida
$506K
SWA
983
Stratos Wealth Advisors
Ohio
$506K
CCA
984
Cadent Capital Advisors
Oklahoma
$505K
NB
985
NBT Bank
New York
$505K
AFA
986
Arlington Financial Advisors
California
$504K
RIL
987
Rothschild Investment LLC
Illinois
$500K
RRA
988
Round Rock Advisors
Connecticut
$500K
TWP
989
Triad Wealth Partners
Kansas
$499K
Fisher Asset Management
990
Fisher Asset Management
Washington
$497K
GAM
991
GEM Asset Management
Michigan
$496K
WPW
992
Waldron Private Wealth
Pennsylvania
$494K
GWA
993
Geometric Wealth Advisors
District of Columbia
$493K
HCP
994
Hexagon Capital Partners
Arkansas
$493K
LWM
995
Liberty Wealth Management
California
$491K
PB
996
Pinnacle Bancorp
Nebraska
$489K
RIM
997
Rockbridge Investment Management
New York
$489K
BRIA
998
Balanced Rock Investment Advisors
Massachusetts
$488K
PFA
999
Pathway Financial Advisors
Vermont
$488K
MWM
1000
MBE Wealth Management
Wisconsin
$485K