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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
GLR
1076
Great Lakes Retirement
Ohio
$417K
BWP
1077
BSW Wealth Partners
Colorado
$414K
YAL
1078
Your Advocates Ltd
Texas
$413K
WA
1079
WPG Advisers
Maryland
$413K
ACM
1080
Aspen Capital Management
Idaho
$412K
GWSA
1081
Global Wealth Strategies & Associates
Colorado
$411K
RBC
1082
Romano Brothers & Co
Illinois
$410K
BW
1083
BIP Wealth
Georgia
$408K
KL
1084
Keenan LLC
Massachusetts
$408K
PMG
1085
ProVise Management Group
Florida
$407K
GBWM
1086
Granite Bay Wealth Management
New Hampshire
$406K
FLA
1087
Financial Life Advisors
Texas
$404K
PIM
1088
Penobscot Investment Management
Massachusetts
$402K
TWA
1089
TCI Wealth Advisors
Arizona
$400K
DFA
1090
DHJJ Financial Advisors
Illinois
$400K
SS
1091
Sound Stewardship
Kansas
$398K
MBFW
1092
Morton Brown Family Wealth
Pennsylvania
$397K
PW
1093
Paladin Wealth
Minnesota
$391K
CPA
1094
Capital Planning Advisors
California
$391K
CPCM
1095
Cardinal Point Capital Management
Ontario, Canada
$390K
CWM
1096
Cadence Wealth Management
Massachusetts
$387K
FW
1097
Fairway Wealth
Ohio
$387K
BIG
1098
Builder Investment Group
Georgia
$384K
LWM
1099
Lighthouse Wealth Management
Ohio
$382K
FD
1100
Financial Designs
California
$381K