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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
Two Sigma Investments
1076
Two Sigma Investments
New York
$418K
GLR
1077
Great Lakes Retirement
Ohio
$417K
BWP
1078
BSW Wealth Partners
Colorado
$414K
YAL
1079
Your Advocates Ltd
Texas
$413K
WA
1080
WPG Advisers
Maryland
$413K
ACM
1081
Aspen Capital Management
Idaho
$412K
GWSA
1082
Global Wealth Strategies & Associates
Colorado
$411K
RBC
1083
Romano Brothers & Co
Illinois
$410K
BW
1084
BIP Wealth
Georgia
$408K
KL
1085
Keenan LLC
Massachusetts
$408K
PMG
1086
ProVise Management Group
Florida
$407K
GBWM
1087
Granite Bay Wealth Management
New Hampshire
$406K
FLA
1088
Financial Life Advisors
Texas
$404K
PIM
1089
Penobscot Investment Management
Massachusetts
$402K
TWA
1090
TCI Wealth Advisors
Arizona
$400K
DFA
1091
DHJJ Financial Advisors
Illinois
$400K
SS
1092
Sound Stewardship
Kansas
$398K
MBFW
1093
Morton Brown Family Wealth
Pennsylvania
$397K
PW
1094
Paladin Wealth
Minnesota
$391K
CPA
1095
Capital Planning Advisors
California
$391K
CPCM
1096
Cardinal Point Capital Management
Ontario, Canada
$390K
CWM
1097
Cadence Wealth Management
Massachusetts
$387K
FW
1098
Fairway Wealth
Ohio
$387K
BIG
1099
Builder Investment Group
Georgia
$384K
LWM
1100
Lighthouse Wealth Management
Ohio
$382K