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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
CF
1026
Centaurus Financial
California
$470K
HBS
1027
Howard Bailey Securities
Indiana
$469K
DT
1028
DV Trading
Illinois
$468K
JLBC
1029
J.L. Bainbridge & Co
Florida
$466K
CW
1030
CreativeOne Wealth
Kansas
$463K
GFG
1031
Grantvest Financial Group
New Jersey
$463K
BA
1032
Blueline Advisors
New Hampshire
$462K
FPW
1033
Flagship Private Wealth
Massachusetts
$458K
MCM
1034
Mainstay Capital Management
Michigan
$458K
First Trust Advisors
1035
First Trust Advisors
Illinois
$456K
NA
1036
Nautilus Advisors
California
$456K
HI
1037
Hudock Inc
Pennsylvania
$456K
TFA
1038
Tobias Financial Advisors
Florida
$454K
LI
1039
Lafayette Investments
Maryland
$453K
GWM
1040
GK Wealth Management
Nevada
$452K
BIM
1041
Barton Investment Management
Pennsylvania
$452K
RW
1042
Regimen Wealth
Georgia
$452K
OCM
1043
One Capital Management
California
$448K
AIA
1044
Aventus Investment Advisors
Florida
$448K
QPWM
1045
Quadrant Private Wealth Management
Pennsylvania
$446K
TAM
1046
Titleist Asset Management
Texas
$445K
LJAC
1047
L.J. Altfest & Co
New York
$444K
REMPR
1048
Roof Eidam Maycock Peralta (REMP)
California
$444K
SPW
1049
Sonoma Private Wealth
California
$441K
CFA
1050
Capstone Financial Advisors
Illinois
$436K