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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
AFS
101
Access Financial Services
Minnesota
$40.9M
Commonwealth Equity Services
102
Commonwealth Equity Services
Massachusetts
$40.8M
FI
103
FIDELIS iM
Oregon
$40.5M
MWM
104
Modera Wealth Management
New Jersey
$40.3M
BAM
105
Belpointe Asset Management
Nevada
$39.6M
PRS
106
Pinkerton Retirement Specialists
Idaho
$39.4M
DBRC
107
D.B. Root & Company
Pennsylvania
$39.3M
MTC
108
Matrix Trust Company
Colorado
$39.2M
Fidelity Investments
109
Fidelity Investments
Massachusetts
$38.5M
EFG
110
Embree Financial Group
Illinois
$38.4M
MFC
111
Morris Financial Concepts
South Carolina
$38.3M
SDWMA
112
Schneider Downs Wealth Management Advisors
Pennsylvania
$38.2M
SFA
113
Sequoia Financial Advisors
Ohio
$38.2M
DWM
114
Destination Wealth Management
California
$38.1M
FCA
115
Fortis Capital Advisors
Kansas
$37.9M
ATPW
116
Ashton Thomas Private Wealth
Arizona
$37.9M
SFP
117
Sherwood Financial Partners
California
$37.8M
Cetera Investment Advisers
118
Cetera Investment Advisers
Illinois
$36.7M
AA
119
Ashford Advisors
New York
$36.5M
BWM
120
Bernard Wealth Management
Michigan
$36.3M
BWM
121
BCS Wealth Management
Tennessee
$36.2M
FCM
122
Fortis Capital Management
Washington
$36.1M
VAS
123
Valicenti Advisory Services
New York
$35.8M
AIM
124
Athena Investment Management
California
$35.2M
CL
125
Choreo LLC
Illinois
$35.1M