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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
IAS
1176
Insigneo Advisory Services
Florida
$321K
MG
1177
Mather Group
Illinois
$320K
JF
1178
JSF Financial
California
$319K
RF
1179
Rossby Financial
Florida
$319K
FWP
1180
Falcon Wealth Planning
California
$319K
RMDI
1181
R.M. Davis Inc
Maine
$319K
SF
1182
Symphony Financial
Texas
$319K
SWM
1183
Shakespeare Wealth Management
Wisconsin
$318K
TWM
1184
Tradition Wealth Management
Minnesota
$316K
NEWAS
1185
N.E.W. Advisory Services
Wisconsin
$314K
Koshinski Asset Management
1186
Koshinski Asset Management
Illinois
$314K
WF
1187
Warner Financial
Maryland
$313K
FFG
1188
Fortem Financial Group
California
$312K
WB
1189
Webster Bank
Connecticut
$310K
HFA
1190
Hippocratic Financial Advisors
California
$309K
AA
1191
Auctus Advisors
North Carolina
$308K
VBCG
1192
Valley Brook Capital Group
Pennsylvania
$307K
SLP
1193
Storen Legacy Partners
Indiana
$306K
BEI
1194
Benjamin Edwards Inc
Missouri
$304K
EIG
1195
Ellenbecker Investment Group
Wisconsin
$304K
SIAS
1196
Summit Investment Advisory Services
Minnesota
$304K
AWM
1197
Accel Wealth Management
Iowa
$303K
SHWA
1198
Safe Harbor Wealth Advisors
Ohio
$299K
GM
1199
GeoWealth Management
Illinois
$297K
PWA
1200
Physician Wealth Advisors
Utah
$296K