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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
GWM
1176
Geneos Wealth Management
Colorado
$325K +$25.6K +958 +9%
BM
1177
Berman McAleer
Maryland
$323K
W
1178
WealthCollab
Washington
$322K +$292K +10,946 +1,055%
BSCCG
1179
Blue Sky Capital Consultants Group
California
$322K +$319K +11,955 New
SAM
1180
Secure Asset Management
Michigan
$322K -$2.62K -98 -0.8%
EB
1181
Eastern Bank
Massachusetts
$322K
MWC
1182
MKD Wealth Coaches
Michigan
$322K +$7.32K +274 +2%
IAS
1183
Insigneo Advisory Services
Florida
$321K -$24.6K -923 -7%
MG
1184
Mather Group
Illinois
$320K +$94K +3,519 +42%
JF
1185
JSF Financial
California
$319K +$935 +35 +0.3%
RF
1186
Rossby Financial
Florida
$319K +$214K +8,028 +209%
FWP
1187
Falcon Wealth Planning
California
$319K +$5.71K +214 +2%
RMDI
1188
R.M. Davis Inc
Maine
$319K +$316K +11,851 New
SF
1189
Symphony Financial
Texas
$319K +$72.2K +2,702 +30%
SWM
1190
Shakespeare Wealth Management
Wisconsin
$318K +$27 +1 +0%
TWM
1191
Tradition Wealth Management
Minnesota
$316K +$2.59K +97 +0.8%
NEWAS
1192
N.E.W. Advisory Services
Wisconsin
$314K +$27 +1 +0%
Koshinski Asset Management
1193
Koshinski Asset Management
Illinois
$314K +$21.6K +809 +7%
WF
1194
Warner Financial
Maryland
$313K +$935 +35 +0.3%
SWP
1195
Strategic Wealth Partners
Ohio
$313K
FFG
1196
Fortem Financial Group
California
$312K -$12K -451 -4%
WB
1197
Webster Bank
Connecticut
$310K
HFA
1198
Hippocratic Financial Advisors
California
$309K
AA
1199
Auctus Advisors
North Carolina
$308K +$305K +11,429 New
VBCG
1200
Valley Brook Capital Group
Pennsylvania
$307K +$305K +11,417 New