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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
WB
1176
Webster Bank
Connecticut
$310K
HFA
1177
Hippocratic Financial Advisors
California
$309K
AA
1178
Auctus Advisors
North Carolina
$308K
VBCG
1179
Valley Brook Capital Group
Pennsylvania
$307K
BEI
1180
Benjamin Edwards Inc
Missouri
$304K
EIG
1181
Ellenbecker Investment Group
Wisconsin
$304K
SIAS
1182
Summit Investment Advisory Services
Minnesota
$304K
AWM
1183
Accel Wealth Management
Iowa
$303K
SHWA
1184
Safe Harbor Wealth Advisors
Ohio
$299K
GM
1185
GeoWealth Management
Illinois
$297K
PWA
1186
Physician Wealth Advisors
Utah
$296K
Wealthfront Advisers
1187
Wealthfront Advisers
California
$295K
CICC
1188
Capital Investment Counsel (Colorado)
Colorado
$295K
YWS
1189
Yarger Wealth Strategies
Ohio
$294K
IFA
1190
Index Fund Advisors
California
$294K
DBIA
1191
Dumont & Blake Investment Advisors
New Jersey
$294K
PW
1192
Pandora Wealth
Illinois
$293K
ODIJL
1193
One Day In July LLC
Vermont
$292K
LOWM
1194
Laurel Oak Wealth Management
New Jersey
$291K
FIC
1195
Family Investment Center
Missouri
$290K
LWPC
1196
Legacy Wealth Partners (Colorado)
Colorado
$290K
WHCFA
1197
William Howard & Co Financial Advisors
Tennessee
$289K
QP
1198
Quartz Partners
New York
$288K
WAM
1199
Weatherly Asset Management
California
$286K
EWM
1200
Elevation Wealth Management
Minnesota
$286K