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Schwab US Large- Cap ETF

1,550 hedge funds and large institutions have $30.2B invested in Schwab US Large- Cap ETF in 2025 Q4 according to their latest regulatory filings, with 192 funds opening new positions, 547 increasing their positions, 551 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

296% more call options, than puts

Call options by funds: $1.3M | Put options by funds: $328K

256% more first-time investments, than exits

New positions opened: 192 | Existing positions closed: 54

8% more funds holding

Funds holding: 1,4391,550 (+111)

7% more funds holding in top 10

Funds holding in top 10: 193206 (+13)

5% more capital invested

Capital invested by funds: $28.7B → $30.2B (+$1.53B)

0.51% more ownership

Funds ownership: 47.11%47.62% (+0.51%)

1% less repeat investments, than reductions

Existing positions increased: 547 | Existing positions reduced: 551

Holders
1,550
Holders Change
+111
Holders Change %
+7.71%
% of All Funds
18.85%
Holding in Top 10
206
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+6.74%
% of All Funds
2.51%
New
192
Increased
547
Reduced
551
Closed
54
Calls
$1.3M
Puts
$328K
Net Calls
+$972K
Net Calls Change
-$400K
Name Holding Trade Value Shares
Change
Change in
Stake
SL
1126
Summitry LLC
California
$372K +$369K +13,806 New
SIA
1127
SeaBridge Investment Advisors
New Jersey
$371K
SCA
1128
Stonebridge Capital Advisors
Minnesota
$369K +$87.1K +3,262 +31%
BWM
1129
Brown Wealth Management
Illinois
$367K +$15.8K +593 +5%
MA
1130
Montag & Associates
Georgia
$366K
LF
1131
LifeSteps Financial
California
$364K -$14K -524 -4%
MA
1132
Modus Advisors
Minnesota
$364K -$6.14K -230 -2%
ML
1133
Mayport LLC
Massachusetts
$363K -$34.1K -1,278 -9%
PWM
1134
Peterson Wealth Management
Nevada
$361K +$1.07K +40 +0.3%
VA
1135
VestGen Advisors
Illinois
$357K +$107K +4,002 +43%
FA
1136
FC Advisory
Pennsylvania
$356K -$17.3K -646 -5%
MIM
1137
Macroview Investment Management
Maryland
$355K -$3.26K -122 -0.9%
OPCM
1138
Osborne Partners Capital Management
California
$355K +$353K +13,200 New
AIM
1139
Advyzon Investment Management
Illinois
$355K +$352K +13,177 New
LA
1140
Legacy Advisors
Pennsylvania
$355K +$1.07K +40 +0.3%
E
1141
Evansbrook
Illinois
$353K +$350K +13,110 New
OAP
1142
One Advisory Partners
Kansas
$353K +$350K +13,109 New
CFP
1143
Curran Financial Partners
South Carolina
$353K +$51.9K +1,944 +17%
SCA
1144
Snowden Capital Advisors
New York
$352K +$13.3K +498 +4%
ACP
1145
Aviance Capital Partners
Florida
$351K +$107 +4 +0%
IRP
1146
Investment Research Partners
Pennsylvania
$350K +$347K +13,000 New
FC
1147
Fusion Capital
South Carolina
$350K +$988 +37 +0.3%
FMII
1148
Farmers & Merchants Investments Inc
Nebraska
$348K -$10K -375 -3%
BC
1149
Bowman & Company
Wisconsin
$348K +$988 +37 +0.3%
CIM
1150
Contravisory Investment Management
Massachusetts
$346K -$28.8K -1,078 -8%