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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
SLP
1201
Storen Legacy Partners
Indiana
$306K +$304K +11,374 New
BEI
1202
Benjamin Edwards Inc
Missouri
$304K +$53 +2 +0%
EIG
1203
Ellenbecker Investment Group
Wisconsin
$304K -$31K -1,162 -9%
SIAS
1204
Summit Investment Advisory Services
Minnesota
$304K
AWM
1205
Accel Wealth Management
Iowa
$303K +$56K +2,097 +23%
SHWA
1206
Safe Harbor Wealth Advisors
Ohio
$299K +$297K +11,132 New
GM
1207
GeoWealth Management
Illinois
$297K -$20.7K -775 -7%
PWA
1208
Physician Wealth Advisors
Utah
$296K +$1.6K +60 +0.5%
Wealthfront Advisers
1209
Wealthfront Advisers
California
$295K -$216K -8,079 -42%
CICC
1210
Capital Investment Counsel (Colorado)
Colorado
$295K -$4.94K -185 -2%
YWS
1211
Yarger Wealth Strategies
Ohio
$294K +$292K +10,942 New
IFA
1212
Index Fund Advisors
California
$294K
DBIA
1213
Dumont & Blake Investment Advisors
New Jersey
$294K +$374 +14 +0.1%
PW
1214
Pandora Wealth
Illinois
$293K
ODIJL
1215
One Day In July LLC
Vermont
$292K
LOWM
1216
Laurel Oak Wealth Management
New Jersey
$291K +$289K +10,824 New
FIC
1217
Family Investment Center
Missouri
$290K
LWPC
1218
Legacy Wealth Partners (Colorado)
Colorado
$290K +$287K +10,761 New
WHCFA
1219
William Howard & Co Financial Advisors
Tennessee
$289K +$855 +32 +0.3%
QP
1220
Quartz Partners
New York
$288K -$935 -35 -0.3%
WAM
1221
Weatherly Asset Management
California
$286K +$284K +10,645 New
EWM
1222
Elevation Wealth Management
Minnesota
$286K +$284K +10,629 New
AWM
1223
Atticus Wealth Management
Florida
$286K +$284K +10,617 New
SAM
1224
SP Asset Management
California
$285K +$53 +2 +0%
TCM
1225
Traynor Capital Management
Pennsylvania
$285K -$7.75K -290 -3%