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