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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
PCM
1151
Palouse Capital Management
Washington
$346K +$1.58K +59 +0.5%
FWS
1152
FinDec Wealth Services
California
$344K
CAM
1153
Costello Asset Management
Pennsylvania
$344K -$6.86K -257 -2%
SFGP
1154
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$343K +$134 +5 +0%
CT
1155
Clearstead Trust
Maine
$341K
PWM
1156
PTM Wealth Management
United States
$339K +$988 +37 +0.3%
HCMT
1157
Highland Capital Management (Tennessee)
Tennessee
$338K -$95.2K -3,564 -22%
TPWA
1158
TRUE Private Wealth Advisors
Oregon
$337K -$16.6K -623 -5%
PFS
1159
Prospera Financial Services
Texas
$337K +$60.6K +2,271 +22%
RI
1160
Rinkey Investments
California
$337K
LNWTC
1161
Laird Norton Wetherby Trust Company
Washington
$334K +$331K +12,406 New
CPC
1162
Consolidated Planning Corp
Georgia
$333K
IAS
1163
Integrity Advisory Solutions
Texas
$333K +$120K +4,506 +57%
OCG
1164
Opus Capital Group
Ohio
$333K
BCA
1165
Bay Colony Advisors
Massachusetts
$333K +$27 +1 +0%
TIA
1166
Tiemann Investment Advisors
California
$333K
DIS
1167
Diversified Investment Strategies
Louisiana
$331K
SI
1168
Stephens Inc
Arkansas
$331K +$108K +4,029 +49%
BWP
1169
Burling Wealth Partners
Illinois
$330K +$5.37K +201 +2%
SIA
1170
Soltis Investment Advisors
Utah
$329K +$12.4K +466 +4%
ST
1171
Smithfield Trust
Pennsylvania
$329K +$18.7K +700 +6%
QCM
1172
QRG Capital Management
Illinois
$329K +$72.1K +2,699 +28%
VV
1173
Verity & Verity
South Carolina
$328K
NCM
1174
Narwhal Capital Management
Georgia
$326K +$27.1K +1,013 +9%
M
1175
MOTCO
Texas
$326K