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Schwab US Large- Cap ETF

1,538 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, 541 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: 47.07%47.54% (+0.47%)

2% less repeat investments, than reductions

Existing positions increased: 541 | Existing positions reduced: 551

Holders
1,538
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
203
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
MWC
1176
MKD Wealth Coaches
Michigan
$322K
IAS
1177
Insigneo Advisory Services
Florida
$321K
MG
1178
Mather Group
Illinois
$320K
JF
1179
JSF Financial
California
$319K
RF
1180
Rossby Financial
Florida
$319K
FWP
1181
Falcon Wealth Planning
California
$319K
RMDI
1182
R.M. Davis Inc
Maine
$319K
SF
1183
Symphony Financial
Texas
$319K
SWM
1184
Shakespeare Wealth Management
Wisconsin
$318K
TWM
1185
Tradition Wealth Management
Minnesota
$316K
NEWAS
1186
N.E.W. Advisory Services
Wisconsin
$314K
Koshinski Asset Management
1187
Koshinski Asset Management
Illinois
$314K
WF
1188
Warner Financial
Maryland
$313K
FFG
1189
Fortem Financial Group
California
$312K
WB
1190
Webster Bank
Connecticut
$310K
HFA
1191
Hippocratic Financial Advisors
California
$309K
AA
1192
Auctus Advisors
North Carolina
$308K
VBCG
1193
Valley Brook Capital Group
Pennsylvania
$307K
SLP
1194
Storen Legacy Partners
Indiana
$306K
BEI
1195
Benjamin Edwards Inc
Missouri
$304K
EIG
1196
Ellenbecker Investment Group
Wisconsin
$304K
SIAS
1197
Summit Investment Advisory Services
Minnesota
$304K
AWM
1198
Accel Wealth Management
Iowa
$303K
SHWA
1199
Safe Harbor Wealth Advisors
Ohio
$299K
GM
1200
GeoWealth Management
Illinois
$297K