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Schwab US Large- Cap ETF

1,538 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, 541 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: 47.07%47.54% (+0.47%)

2% less repeat investments, than reductions

Existing positions increased: 541 | Existing positions reduced: 551

Holders
1,538
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
203
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
CFA
1051
Capstone Financial Advisors
Illinois
$436K
KIM
1052
Kane Investment Management
California
$436K
CAS
1053
Coppell Advisory Solutions
Texas
$434K
EWL
1054
Emissary Wealth LLC
New Jersey
$433K
CFS
1055
CRA Financial Services
New Jersey
$432K
Principal Financial Group
1056
Principal Financial Group
Iowa
$430K
SCM
1057
Spreng Capital Management
Ohio
$430K
CSP
1058
Cary Street Partners
Virginia
$430K
AA
1059
Advisory Alpha
Michigan
$429K
CTC
1060
Central Trust Company
Missouri
$428K
TCM
1061
Traub Capital Management
Massachusetts
$428K
SWM
1062
Seaside Wealth Management
California
$427K
BEW
1063
Burton Enright Welch
California
$426K
CT
1064
Colonial Trust
South Carolina
$424K
BWFA
1065
Baltimore-Washington Financial Advisors
Maryland
$423K
ACM
1066
Advisors Capital Management
New Jersey
$422K
SIA
1067
Strategic Investment Advisors
Michigan
$422K
AGP
1068
Aspire Growth Partners
Florida
$421K
CCAL
1069
City Center Advisors LLC
Michigan
$421K
GIA
1070
Guyasuta Investment Advisors
Pennsylvania
$421K
PWA
1071
Portus Wealth Advisors
North Carolina
$420K
NAS
1072
Nicolet Advisory Services
Wisconsin
$419K
AWAG
1073
ARS Wealth Advisors Group
Florida
$419K
ABC
1074
Associated Banc-Corp
Wisconsin
$419K
AP
1075
Aspect Partners
Virginia
$418K