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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
ST
1151
Smithfield Trust
Pennsylvania
$329K
QCM
1152
QRG Capital Management
Illinois
$329K
VV
1153
Verity & Verity
South Carolina
$328K
NCM
1154
Narwhal Capital Management
Georgia
$326K
M
1155
MOTCO
Texas
$326K
GWM
1156
Geneos Wealth Management
Colorado
$325K
BM
1157
Berman McAleer
Maryland
$323K
W
1158
WealthCollab
Washington
$322K
BSCCG
1159
Blue Sky Capital Consultants Group
California
$322K
SAM
1160
Secure Asset Management
Michigan
$322K
EB
1161
Eastern Bank
Massachusetts
$322K
MWC
1162
MKD Wealth Coaches
Michigan
$322K
IAS
1163
Insigneo Advisory Services
Florida
$321K
MG
1164
Mather Group
Illinois
$320K
JF
1165
JSF Financial
California
$319K
RF
1166
Rossby Financial
Florida
$319K
FWP
1167
Falcon Wealth Planning
California
$319K
RMDI
1168
R.M. Davis Inc
Maine
$319K
SF
1169
Symphony Financial
Texas
$319K
SWM
1170
Shakespeare Wealth Management
Wisconsin
$318K
TWM
1171
Tradition Wealth Management
Minnesota
$316K
NEWAS
1172
N.E.W. Advisory Services
Wisconsin
$314K
Koshinski Asset Management
1173
Koshinski Asset Management
Illinois
$314K
WF
1174
Warner Financial
Maryland
$313K
FFG
1175
Fortem Financial Group
California
$312K