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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
MA
1126
Modus Advisors
Minnesota
$364K
ML
1127
Mayport LLC
Massachusetts
$363K
PWM
1128
Peterson Wealth Management
Nevada
$361K
VA
1129
VestGen Advisors
Illinois
$357K
FA
1130
FC Advisory
Pennsylvania
$356K
MIM
1131
Macroview Investment Management
Maryland
$355K
OPCM
1132
Osborne Partners Capital Management
California
$355K
AIM
1133
Advyzon Investment Management
Illinois
$355K
LA
1134
Legacy Advisors
Pennsylvania
$355K
E
1135
Evansbrook
Illinois
$353K
OAP
1136
One Advisory Partners
Kansas
$353K
CFP
1137
Curran Financial Partners
South Carolina
$353K
SCA
1138
Snowden Capital Advisors
New York
$352K
ACP
1139
Aviance Capital Partners
Florida
$351K
IRP
1140
Investment Research Partners
Pennsylvania
$350K
FC
1141
Fusion Capital
South Carolina
$350K
FMII
1142
Farmers & Merchants Investments Inc
Nebraska
$348K
BC
1143
Bowman & Company
Wisconsin
$348K
CIM
1144
Contravisory Investment Management
Massachusetts
$346K
PCM
1145
Palouse Capital Management
Washington
$346K
FWS
1146
FinDec Wealth Services
California
$344K
CAM
1147
Costello Asset Management
Pennsylvania
$344K
SFGP
1148
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$343K
CT
1149
Clearstead Trust
Maine
$341K
PWM
1150
PTM Wealth Management
United States
$339K