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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
IRP
1126
Investment Research Partners
Pennsylvania
$350K
FC
1127
Fusion Capital
South Carolina
$350K
FMII
1128
Farmers & Merchants Investments Inc
Nebraska
$348K
BC
1129
Bowman & Company
Wisconsin
$348K
CIM
1130
Contravisory Investment Management
Massachusetts
$346K
PCM
1131
Palouse Capital Management
Washington
$346K
FWS
1132
FinDec Wealth Services
California
$344K
CAM
1133
Costello Asset Management
Pennsylvania
$344K
SFGP
1134
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$343K
CT
1135
Clearstead Trust
Maine
$341K
PWM
1136
PTM Wealth Management
United States
$339K
HCMT
1137
Highland Capital Management (Tennessee)
Tennessee
$338K
TPWA
1138
TRUE Private Wealth Advisors
Oregon
$337K
PFS
1139
Prospera Financial Services
Texas
$337K
RI
1140
Rinkey Investments
California
$337K
LNWTC
1141
Laird Norton Wetherby Trust Company
Washington
$334K
CPC
1142
Consolidated Planning Corp
Georgia
$333K
IAS
1143
Integrity Advisory Solutions
Texas
$333K
OCG
1144
Opus Capital Group
Ohio
$333K
BCA
1145
Bay Colony Advisors
Massachusetts
$333K
TIA
1146
Tiemann Investment Advisors
California
$333K
DIS
1147
Diversified Investment Strategies
Louisiana
$331K
SI
1148
Stephens Inc
Arkansas
$331K
BWP
1149
Burling Wealth Partners
Illinois
$330K
SIA
1150
Soltis Investment Advisors
Utah
$329K