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Schwab US Large- Cap ETF

1,519 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 178 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%47.08% (+0.03%)

2% less repeat investments, than reductions

Existing positions increased: 537 | Existing positions reduced: 549

Holders
1,519
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
SIA
1151
Soltis Investment Advisors
Utah
$329K
ST
1152
Smithfield Trust
Pennsylvania
$329K
QCM
1153
QRG Capital Management
Illinois
$329K
VV
1154
Verity & Verity
South Carolina
$328K
NCM
1155
Narwhal Capital Management
Georgia
$326K
M
1156
MOTCO
Texas
$326K
GWM
1157
Geneos Wealth Management
Colorado
$325K
BM
1158
Berman McAleer
Maryland
$323K
W
1159
WealthCollab
Washington
$322K
BSCCG
1160
Blue Sky Capital Consultants Group
California
$322K
SAM
1161
Secure Asset Management
Michigan
$322K
EB
1162
Eastern Bank
Massachusetts
$322K
MWC
1163
MKD Wealth Coaches
Michigan
$322K
IAS
1164
Insigneo Advisory Services
Florida
$321K
MG
1165
Mather Group
Illinois
$320K
JF
1166
JSF Financial
California
$319K
RF
1167
Rossby Financial
Florida
$319K
FWP
1168
Falcon Wealth Planning
California
$319K
RMDI
1169
R.M. Davis Inc
Maine
$319K
SF
1170
Symphony Financial
Texas
$319K
SWM
1171
Shakespeare Wealth Management
Wisconsin
$318K
TWM
1172
Tradition Wealth Management
Minnesota
$316K
NEWAS
1173
N.E.W. Advisory Services
Wisconsin
$314K
Koshinski Asset Management
1174
Koshinski Asset Management
Illinois
$314K
WF
1175
Warner Financial
Maryland
$313K