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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
FFG
1226
Fiduciary Financial Group
California
$271K
LI
1227
LifeWealth Investments
Florida
$270K
CS
1228
Crescent Sterling
Louisiana
$269K
FPW
1229
Fairvoy Private Wealth
Alabama
$269K
SFWA
1230
Summit Financial Wealth Advisors
Louisiana
$268K
KA
1231
Kovack Advisors
Florida
$268K
JSA
1232
Jim Saulnier & Associates
Colorado
$268K
CFO
1233
Collective Family Office
Pennsylvania
$266K
OC
1234
Opal Capital
Florida
$266K
SM
1235
Sensible Money
Arizona
$266K
SL
1236
Salomon & Ludwin
Virginia
$266K
MSR
1237
Main Street Research
Connecticut
$265K
SSCA
1238
South Shore Capital Advisors
Massachusetts
$265K
PF
1239
Penney Financial
Texas
$264K
SWM
1240
Segment Wealth Management
Texas
$263K
WWMSC
1241
Wagner Wealth Management (South Carolina)
South Carolina
$262K
SRWM
1242
Shira Ridge Wealth Management
California
$262K
FSBI
1243
Fearless Solutions (Best Invest)
Texas
$262K
EPM
1244
Elm Partners Management
Pennsylvania
$261K
SW
1245
SMART Wealth
Nebraska
$260K
AO
1246
Advisor OS
Illinois
$260K
CWP
1247
Capital Wealth Planning
Florida
$259K
CC
1248
Courier Capital
New York
$258K
JFGIW
1249
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$258K
GSWM
1250
Golden State Wealth Management
California
$258K