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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
RRA
1001
Round Rock Advisors
Connecticut
$500K
TWP
1002
Triad Wealth Partners
Kansas
$499K
Fisher Asset Management
1003
Fisher Asset Management
Washington
$497K
GAM
1004
GEM Asset Management
Michigan
$496K
WPW
1005
Waldron Private Wealth
Pennsylvania
$494K
GWA
1006
Geometric Wealth Advisors
District of Columbia
$493K
HCP
1007
Hexagon Capital Partners
Arkansas
$493K
LWM
1008
Liberty Wealth Management
California
$491K
PB
1009
Pinnacle Bancorp
Nebraska
$489K
RIM
1010
Rockbridge Investment Management
New York
$489K
BRIA
1011
Balanced Rock Investment Advisors
Massachusetts
$488K
PFA
1012
Pathway Financial Advisors
Vermont
$488K
MWM
1013
MBE Wealth Management
Wisconsin
$485K
RA
1014
RFG Advisory
Alabama
$481K
BAM
1015
Bellevue Asset Management
Washington
$479K
FFM
1016
Forum Financial Management
Illinois
$478K
DP
1017
DDD Partners
Washington
$478K
TA
1018
TPG Advisors
Illinois
$477K
SFG
1019
SageGuard Financial Group
Tennessee
$476K
AIA
1020
Armor Investment Advisors
North Carolina
$476K
ESB
1021
Essex Savings Bank
Connecticut
$476K
PAM
1022
Peak Asset Management
Colorado
$470K
DC
1023
Davenport & Co
Virginia
$470K
STFP
1024
Signal Tree Financial Partners
Ohio
$470K
RCA
1025
Riverview Capital Advisers
Massachusetts
$470K