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Schwab US Large- Cap ETF

1,518 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 177 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%47.07% (+0.03%)

2% less repeat investments, than reductions

Existing positions increased: 537 | Existing positions reduced: 549

Holders
1,518
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
LGWM
1101
Litman Gregory Wealth Management
California
$373K
PAM
1102
Pegasus Asset Management
New York
$373K
PVI
1103
Pine Valley Investments
New Jersey
$372K
CAG
1104
Curtis Advisory Group
California
$372K
WA
1105
Waddell & Associates
Tennessee
$372K
SL
1106
Summitry LLC
California
$372K
SIA
1107
SeaBridge Investment Advisors
New Jersey
$371K
SCA
1108
Stonebridge Capital Advisors
Minnesota
$369K
BWM
1109
Brown Wealth Management
Illinois
$367K
MA
1110
Montag & Associates
Georgia
$366K
LF
1111
LifeSteps Financial
California
$364K
MA
1112
Modus Advisors
Minnesota
$364K
ML
1113
Mayport LLC
Massachusetts
$363K
PWM
1114
Peterson Wealth Management
Nevada
$361K
VA
1115
VestGen Advisors
Illinois
$357K
FA
1116
FC Advisory
Pennsylvania
$356K
MIM
1117
Macroview Investment Management
Maryland
$355K
OPCM
1118
Osborne Partners Capital Management
California
$355K
AIM
1119
Advyzon Investment Management
Illinois
$355K
LA
1120
Legacy Advisors
Pennsylvania
$355K
E
1121
Evansbrook
Illinois
$353K
OAP
1122
One Advisory Partners
Kansas
$353K
CFP
1123
Curran Financial Partners
South Carolina
$353K
SCA
1124
Snowden Capital Advisors
New York
$352K
ACP
1125
Aviance Capital Partners
Florida
$351K