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