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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
WCP
976
Wick Capital Partners
Pennsylvania
$538K
RLWM
977
RF&L Wealth Management
Massachusetts
$537K
EAM
978
Empirical Asset Management
Massachusetts
$537K
CGFA
979
Colton Groome Financial Advisors
North Carolina
$534K
TMWM
980
Taylor & Morgan Wealth Management
Michigan
$534K
LWANC
981
Laurel Wealth Advisors (North Carolina)
North Carolina
$532K
CCP
982
Carmel Capital Partners
California
$530K
CCM
983
Canal Capital Management
Virginia
$529K
MIC
984
Means Investment Company
Maine
$526K
CAMG
985
CWA Asset Management Group
Florida
$524K
GB
986
Goepper Burkhardt
South Carolina
$523K
IWMO
987
Integrated Wealth Management (Ohio)
Ohio
$523K
NL
988
NWAM LLC
Washington
$521K
CP
989
Capital Planning
Washington
$520K
GRR
990
Golden Reserve Retirement
Ohio
$519K
UCI
991
Uncommon Cents Investing
Wisconsin
$518K
GKWIM
992
Gerber Kawasaki Wealth & Investment Management
California
$515K
PP
993
Patten & Patten
Tennessee
$514K
RGF
994
Retirement Guys Formula
Ohio
$510K
Members Trust
995
Members Trust
Florida
$506K
SWA
996
Stratos Wealth Advisors
Ohio
$506K
CCA
997
Cadent Capital Advisors
Oklahoma
$505K
NB
998
NBT Bank
New York
$505K
AFA
999
Arlington Financial Advisors
California
$504K
RIL
1000
Rothschild Investment LLC
Illinois
$500K