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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
AWM
1201
Atticus Wealth Management
Florida
$286K
SAM
1202
SP Asset Management
California
$285K
TCM
1203
Traynor Capital Management
Pennsylvania
$285K
BWL
1204
Bogart Wealth LLC
Virginia
$284K
AI
1205
Accredited Investors
Minnesota
$284K
SC
1206
Syon Capital
California
$284K
AWM
1207
Aprio Wealth Management
Georgia
$284K
SSWG
1208
Seven Springs Wealth Group
Tennessee
$284K
WCM
1209
WealthBridge Capital Management
Ohio
$283K
EFM
1210
Eley Financial Management
Vermont
$282K
AWM
1211
Austin Wealth Management
Texas
$281K
IDA
1212
Intelligence Driven Advisers
California
$280K
TIM
1213
Total Investment Management
Arizona
$280K
CWM
1214
Cornerstone Wealth Management
Missouri
$280K
CAM
1215
Clark Asset Management
New Hampshire
$279K
GWAM
1216
Guardian Wealth Advisors (Minnesota)
Minnesota
$278K
FWM
1217
Foguth Wealth Management
Michigan
$277K
QWP
1218
Quotient Wealth Partners
Texas
$277K
PCH
1219
PGIM Custom Harvest
New Jersey
$275K
PS
1220
Pinney & Scofield
Massachusetts
$274K
HNWAG
1221
High Net Worth Advisory Group
Florida
$274K
WA
1222
Waterford Advisors
New York
$274K
ACI
1223
Alpha Cubed Investments
California
$273K
RIP
1224
RAM Investment Partners
Washington
$273K
DIM
1225
Delta Investment Management
California
$273K