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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
TPWA
1151
TRUE Private Wealth Advisors
Oregon
$337K
PFS
1152
Prospera Financial Services
Texas
$337K
RI
1153
Rinkey Investments
California
$337K
LNWTC
1154
Laird Norton Wetherby Trust Company
Washington
$334K
CPC
1155
Consolidated Planning Corp
Georgia
$333K
IAS
1156
Integrity Advisory Solutions
Texas
$333K
OCG
1157
Opus Capital Group
Ohio
$333K
BCA
1158
Bay Colony Advisors
Massachusetts
$333K
TIA
1159
Tiemann Investment Advisors
California
$333K
DIS
1160
Diversified Investment Strategies
Louisiana
$331K
SI
1161
Stephens Inc
Arkansas
$331K
BWP
1162
Burling Wealth Partners
Illinois
$330K
SIA
1163
Soltis Investment Advisors
Utah
$329K
ST
1164
Smithfield Trust
Pennsylvania
$329K
QCM
1165
QRG Capital Management
Illinois
$329K
VV
1166
Verity & Verity
South Carolina
$328K
NCM
1167
Narwhal Capital Management
Georgia
$326K
M
1168
MOTCO
Texas
$326K
GWM
1169
Geneos Wealth Management
Colorado
$325K
BM
1170
Berman McAleer
Maryland
$323K
W
1171
WealthCollab
Washington
$322K
BSCCG
1172
Blue Sky Capital Consultants Group
California
$322K
SAM
1173
Secure Asset Management
Michigan
$322K
EB
1174
Eastern Bank
Massachusetts
$322K
MWC
1175
MKD Wealth Coaches
Michigan
$322K