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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
AIA
1051
Aventus Investment Advisors
Florida
$448K -$1.44K -54 -0.3%
QPWM
1052
Quadrant Private Wealth Management
Pennsylvania
$446K +$156K +5,835 +54%
TAM
1053
Titleist Asset Management
Texas
$445K +$70.5K +2,641 +19%
LJAC
1054
L.J. Altfest & Co
New York
$444K +$4.46K +167 +1%
REMPR
1055
Roof Eidam Maycock Peralta (REMP)
California
$444K
SPW
1056
Sonoma Private Wealth
California
$441K
CFA
1057
Capstone Financial Advisors
Illinois
$436K -$18.5K -692 -4%
KIM
1058
Kane Investment Management
California
$436K +$143K +5,355 +49%
CAS
1059
Coppell Advisory Solutions
Texas
$434K +$828 +31 +0.2%
EWL
1060
Emissary Wealth LLC
New Jersey
$433K +$429K +16,082 New
CFS
1061
CRA Financial Services
New Jersey
$432K
Principal Financial Group
1062
Principal Financial Group
Iowa
$430K -$6.68K -250 -2%
SCM
1063
Spreng Capital Management
Ohio
$430K -$3.66K -137 -0.8%
CSP
1064
Cary Street Partners
Virginia
$430K +$96.3K +3,606 +29%
AA
1065
Advisory Alpha
Michigan
$429K +$101K +3,766 +31%
CTC
1066
Central Trust Company
Missouri
$428K +$2.7K +101 +0.6%
TCM
1067
Traub Capital Management
Massachusetts
$428K +$10.7K +400 +3%
SWM
1068
Seaside Wealth Management
California
$427K
BEW
1069
Burton Enright Welch
California
$426K -$14.7K -549 -3%
CT
1070
Colonial Trust
South Carolina
$424K
BWFA
1071
Baltimore-Washington Financial Advisors
Maryland
$423K +$14.2K +533 +4%
ACM
1072
Advisors Capital Management
New Jersey
$422K +$26.1K +976 +7%
SIA
1073
Strategic Investment Advisors
Michigan
$422K +$419K +15,690 New
AGP
1074
Aspire Growth Partners
Florida
$421K +$1.25K +47 +0.3%
CCAL
1075
City Center Advisors LLC
Michigan
$421K