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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
RGF
1001
Retirement Guys Formula
Ohio
$510K +$12.4K +463 +3%
Members Trust
1002
Members Trust
Florida
$506K
SWA
1003
Stratos Wealth Advisors
Ohio
$506K -$21.5K -805 -4%
CCA
1004
Cadent Capital Advisors
Oklahoma
$505K +$267 +10 +0.1%
NB
1005
NBT Bank
New York
$505K +$27 +1 +4%
AFA
1006
Arlington Financial Advisors
California
$504K +$1.47K +55 +0.3%
RIL
1007
Rothschild Investment LLC
Illinois
$500K +$155K +5,820 +46%
RRA
1008
Round Rock Advisors
Connecticut
$500K
TWP
1009
Triad Wealth Partners
Kansas
$499K -$17.4K -650 -3%
Fisher Asset Management
1010
Fisher Asset Management
Washington
$497K -$630K -23,572 -56%
GAM
1011
GEM Asset Management
Michigan
$496K +$80 +3 +0%
WPW
1012
Waldron Private Wealth
Pennsylvania
$494K -$25.1K -940 -5%
GWA
1013
Geometric Wealth Advisors
District of Columbia
$493K +$15.2K +569 +3%
HCP
1014
Hexagon Capital Partners
Arkansas
$493K +$55K +2,060 +13%
LWM
1015
Liberty Wealth Management
California
$491K +$488K +18,271 New
PB
1016
Pinnacle Bancorp
Nebraska
$489K
RIM
1017
Rockbridge Investment Management
New York
$489K -$198K -7,426 -29%
BRIA
1018
Balanced Rock Investment Advisors
Massachusetts
$488K
PFA
1019
Pathway Financial Advisors
Vermont
$488K
MWM
1020
MBE Wealth Management
Wisconsin
$485K -$5.21K -195 -1%
RA
1021
RFG Advisory
Alabama
$481K -$49.9K -1,867 -9%
BAM
1022
Bellevue Asset Management
Washington
$479K +$214 +8 +0%
FFM
1023
Forum Financial Management
Illinois
$478K -$1.28K -48 -0.3%
DP
1024
DDD Partners
Washington
$478K -$2.14K -80 -0.4%
TA
1025
TPG Advisors
Illinois
$477K -$3.6K -135 -0.8%