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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
Wealthfront Advisers
1201
Wealthfront Advisers
California
$295K
CICC
1202
Capital Investment Counsel (Colorado)
Colorado
$295K
YWS
1203
Yarger Wealth Strategies
Ohio
$294K
IFA
1204
Index Fund Advisors
California
$294K
DBIA
1205
Dumont & Blake Investment Advisors
New Jersey
$294K
PW
1206
Pandora Wealth
Illinois
$293K
ODIJL
1207
One Day In July LLC
Vermont
$292K
LOWM
1208
Laurel Oak Wealth Management
New Jersey
$291K
FIC
1209
Family Investment Center
Missouri
$290K
LWPC
1210
Legacy Wealth Partners (Colorado)
Colorado
$290K
WHCFA
1211
William Howard & Co Financial Advisors
Tennessee
$289K
QP
1212
Quartz Partners
New York
$288K
WAM
1213
Weatherly Asset Management
California
$286K
EWM
1214
Elevation Wealth Management
Minnesota
$286K
AWM
1215
Atticus Wealth Management
Florida
$286K
SAM
1216
SP Asset Management
California
$285K
TCM
1217
Traynor Capital Management
Pennsylvania
$285K
BWL
1218
Bogart Wealth LLC
Virginia
$284K
AI
1219
Accredited Investors
Minnesota
$284K
SC
1220
Syon Capital
California
$284K
AWM
1221
Aprio Wealth Management
Georgia
$284K
SSWG
1222
Seven Springs Wealth Group
Tennessee
$284K
WCM
1223
WealthBridge Capital Management
Ohio
$283K
EFM
1224
Eley Financial Management
Vermont
$282K
AWM
1225
Austin Wealth Management
Texas
$281K