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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
SFG
1026
SageGuard Financial Group
Tennessee
$476K +$473K +17,699 New
AIA
1027
Armor Investment Advisors
North Carolina
$476K
ESB
1028
Essex Savings Bank
Connecticut
$476K -$3.79K -142 -0.8%
PAM
1029
Peak Asset Management
Colorado
$470K
DC
1030
Davenport & Co
Virginia
$470K -$18.9K -706 -4%
STFP
1031
Signal Tree Financial Partners
Ohio
$470K +$8.01K +300 +2%
RCA
1032
Riverview Capital Advisers
Massachusetts
$470K +$1.23K +46 +0.3%
CF
1033
Centaurus Financial
California
$470K +$961 +36 +0.2%
HBS
1034
Howard Bailey Securities
Indiana
$469K +$465K +17,427 New
DT
1035
DV Trading
Illinois
$468K +$465K +17,400 New
JLBC
1036
J.L. Bainbridge & Co
Florida
$466K -$55.5K -2,080 -11%
CW
1037
CreativeOne Wealth
Kansas
$463K -$184K -6,878 -29%
GFG
1038
Grantvest Financial Group
New Jersey
$463K -$1.33K -50 -0.3%
BA
1039
Blueline Advisors
New Hampshire
$462K +$459K +17,173 New
FPW
1040
Flagship Private Wealth
Massachusetts
$458K
MCM
1041
Mainstay Capital Management
Michigan
$458K
First Trust Advisors
1042
First Trust Advisors
Illinois
$456K -$438K -16,400 -49%
NA
1043
Nautilus Advisors
California
$456K
HI
1044
Hudock Inc
Pennsylvania
$456K +$347 +13 +0.1%
TFA
1045
Tobias Financial Advisors
Florida
$454K
LI
1046
Lafayette Investments
Maryland
$453K
GWM
1047
GK Wealth Management
Nevada
$452K -$1.39K -52 -0.3%
BIM
1048
Barton Investment Management
Pennsylvania
$452K
RW
1049
Regimen Wealth
Georgia
$452K +$1.33K +50 +0.3%
OCM
1050
One Capital Management
California
$448K -$455K -17,040 -51%