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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
ML
1126
Mayport LLC
Massachusetts
$363K
PWM
1127
Peterson Wealth Management
Nevada
$361K
VA
1128
VestGen Advisors
Illinois
$357K
FA
1129
FC Advisory
Pennsylvania
$356K
MIM
1130
Macroview Investment Management
Maryland
$355K
OPCM
1131
Osborne Partners Capital Management
California
$355K
AIM
1132
Advyzon Investment Management
Illinois
$355K
LA
1133
Legacy Advisors
Pennsylvania
$355K
E
1134
Evansbrook
Illinois
$353K
OAP
1135
One Advisory Partners
Kansas
$353K
CFP
1136
Curran Financial Partners
South Carolina
$353K
SCA
1137
Snowden Capital Advisors
New York
$352K
ACP
1138
Aviance Capital Partners
Florida
$351K
IRP
1139
Investment Research Partners
Pennsylvania
$350K
FC
1140
Fusion Capital
South Carolina
$350K
FMII
1141
Farmers & Merchants Investments Inc
Nebraska
$348K
BC
1142
Bowman & Company
Wisconsin
$348K
CIM
1143
Contravisory Investment Management
Massachusetts
$346K
PCM
1144
Palouse Capital Management
Washington
$346K
FWS
1145
FinDec Wealth Services
California
$344K
CAM
1146
Costello Asset Management
Pennsylvania
$344K
SFGP
1147
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$343K
CT
1148
Clearstead Trust
Maine
$341K
PWM
1149
PTM Wealth Management
United States
$339K
HCMT
1150
Highland Capital Management (Tennessee)
Tennessee
$338K