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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
FD
1101
Financial Designs
California
$381K
MCC
1102
Money Concepts Capital
Florida
$381K
CFG
1103
Certior Financial Group
Pennsylvania
$381K
FA
1104
Fiducient Advisors
Illinois
$380K
GA
1105
GoalVest Advisory
New York
$379K
OAM
1106
Oppenheimer Asset Management
New York
$377K
BIG
1107
Brooklyn Investment Group
New York
$376K
CG
1108
CFO4Life Group
Texas
$376K
MWM
1109
Mindset Wealth Management
Indiana
$376K
PSA
1110
Plum Street Advisors
Louisiana
$376K
WW
1111
Westshore Wealth
California
$375K
CIM
1112
Cambria Investment Management
California
$374K
CF
1113
Clarity Financial
Texas
$374K
PIA
1114
Panoramic Investment Advisors
Colorado
$373K
LGWM
1115
Litman Gregory Wealth Management
California
$373K
PAM
1116
Pegasus Asset Management
New York
$373K
PVI
1117
Pine Valley Investments
New Jersey
$372K
CAG
1118
Curtis Advisory Group
California
$372K
WA
1119
Waddell & Associates
Tennessee
$372K
SL
1120
Summitry LLC
California
$372K
SIA
1121
SeaBridge Investment Advisors
New Jersey
$371K
SCA
1122
Stonebridge Capital Advisors
Minnesota
$369K
BWM
1123
Brown Wealth Management
Illinois
$367K
MA
1124
Montag & Associates
Georgia
$366K
LF
1125
LifeSteps Financial
California
$364K