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Schwab US Large- Cap ETF

1,519 hedge funds and large institutions have $29.9B invested in Schwab US Large- Cap ETF in 2025 Q4 according to their latest regulatory filings, with 178 funds opening new positions, 537 increasing their positions, 549 reducing their positions, and 52 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:

4% more capital invested

Capital invested by funds: $28.6B → $29.9B (+$1.23B)

0.03% more ownership

Funds ownership: 47.04%47.08% (+0.03%)

2% less repeat investments, than reductions

Existing positions increased: 537 | Existing positions reduced: 549

Holders
1,519
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
196
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
PIM
1076
Penobscot Investment Management
Massachusetts
$402K
TWA
1077
TCI Wealth Advisors
Arizona
$400K
DFA
1078
DHJJ Financial Advisors
Illinois
$400K
SS
1079
Sound Stewardship
Kansas
$398K
MBFW
1080
Morton Brown Family Wealth
Pennsylvania
$397K
PW
1081
Paladin Wealth
Minnesota
$391K
CPA
1082
Capital Planning Advisors
California
$391K
CPCM
1083
Cardinal Point Capital Management
Ontario, Canada
$390K
CWM
1084
Cadence Wealth Management
Massachusetts
$387K
FW
1085
Fairway Wealth
Ohio
$387K
BIG
1086
Builder Investment Group
Georgia
$384K
LWM
1087
Lighthouse Wealth Management
Ohio
$382K
FD
1088
Financial Designs
California
$381K
MCC
1089
Money Concepts Capital
Florida
$381K
CFG
1090
Certior Financial Group
Pennsylvania
$381K
FA
1091
Fiducient Advisors
Illinois
$380K
GA
1092
GoalVest Advisory
New York
$379K
OAM
1093
Oppenheimer Asset Management
New York
$377K
BIG
1094
Brooklyn Investment Group
New York
$376K
CG
1095
CFO4Life Group
Texas
$376K
MWM
1096
Mindset Wealth Management
Indiana
$376K
PSA
1097
Plum Street Advisors
Louisiana
$376K
WW
1098
Westshore Wealth
California
$375K
CIM
1099
Cambria Investment Management
California
$374K
CF
1100
Clarity Financial
Texas
$374K