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Schwab US Large- Cap ETF

1,519 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 178 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%47.08% (+0.03%)

2% less repeat investments, than reductions

Existing positions increased: 537 | Existing positions reduced: 549

Holders
1,519
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
TFA
1026
Tobias Financial Advisors
Florida
$454K
LI
1027
Lafayette Investments
Maryland
$453K
GWM
1028
GK Wealth Management
Nevada
$452K
BIM
1029
Barton Investment Management
Pennsylvania
$452K
RW
1030
Regimen Wealth
Georgia
$452K
OCM
1031
One Capital Management
California
$448K
AIA
1032
Aventus Investment Advisors
Florida
$448K
QPWM
1033
Quadrant Private Wealth Management
Pennsylvania
$446K
TAM
1034
Titleist Asset Management
Texas
$445K
LJAC
1035
L.J. Altfest & Co
New York
$444K
REMPR
1036
Roof Eidam Maycock Peralta (REMP)
California
$444K
SPW
1037
Sonoma Private Wealth
California
$441K
CFA
1038
Capstone Financial Advisors
Illinois
$436K
KIM
1039
Kane Investment Management
California
$436K
CAS
1040
Coppell Advisory Solutions
Texas
$434K
EWL
1041
Emissary Wealth LLC
New Jersey
$433K
CFS
1042
CRA Financial Services
New Jersey
$432K
Principal Financial Group
1043
Principal Financial Group
Iowa
$430K
SCM
1044
Spreng Capital Management
Ohio
$430K
CSP
1045
Cary Street Partners
Virginia
$430K
AA
1046
Advisory Alpha
Michigan
$429K
CTC
1047
Central Trust Company
Missouri
$428K
TCM
1048
Traub Capital Management
Massachusetts
$428K
SWM
1049
Seaside Wealth Management
California
$427K
BEW
1050
Burton Enright Welch
California
$426K