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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
GAA
1251
Global Assets Advisory
Florida
$258K
BSG
1252
Black Swift Group
Colorado
$258K
2L
1253
25 LLC
Missouri
$258K
PWC
1254
Pathfinder Wealth Consulting
North Carolina
$257K
SPG
1255
Strategic Planning Group
Utah
$256K
OFS
1256
OneAscent Financial Services
Alabama
$256K
FAC
1257
Financial Advisory Corporation
Michigan
$256K
PMSA
1258
Patrick M. Sweeney & Associates
Illinois
$255K
HP
1259
Haven Private
Florida
$254K
SAA
1260
Southeast Asset Advisors
Georgia
$253K
PCA
1261
Purkiss Capital Advisors
Connecticut
$253K
Boston Partners
1262
Boston Partners
Massachusetts
$253K
AFA
1263
AA Financial Advisors
Ohio
$253K
MAG
1264
M3 Advisory Group
Massachusetts
$253K
WG
1265
Welch Group
Alabama
$252K
ACA
1266
Affinity Capital Advisors
California
$252K
IWM
1267
Inlight Wealth Management
Georgia
$251K
DC
1268
Darrow Company
Massachusetts
$251K
BCP
1269
Berkeley Capital Partners
Georgia
$251K
PWMAG
1270
Pinnacle Wealth Management Advisory Group
New Jersey
$250K
LS
1271
LCW Services
Virginia
$249K
CSA
1272
Cottage Street Advisors
Massachusetts
$249K
HCMG
1273
Howard Capital Management Group
California
$248K
EI
1274
Ellevest Inc
New York
$246K
IWP
1275
IAG Wealth Partners
Wisconsin
$246K