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Schwab US Large- Cap ETF

1,549 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: 1,4381,549 (+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
1,549
Holders Change
+111
Holders Change %
+7.72%
% 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
FPW
1251
Fairvoy Private Wealth
Alabama
$269K -$10.1K -380 -4%
SFWA
1252
Summit Financial Wealth Advisors
Louisiana
$268K +$4.94K +185 +2%
KA
1253
Kovack Advisors
Florida
$268K +$266K +9,960 New
JDLA
1254
J. Derek Lewis & Associates
California
$268K +$266K +9,956 New
JSA
1255
Jim Saulnier & Associates
Colorado
$268K -$228K -8,520 -46%
CFO
1256
Collective Family Office
Pennsylvania
$266K -$9.21K -345 -3%
OC
1257
Opal Capital
Florida
$266K +$265K +9,928 New
SM
1258
Sensible Money
Arizona
$266K
SL
1259
Salomon & Ludwin
Virginia
$266K
BFG
1260
Beacon Financial Group
Texas
$266K
MSR
1261
Main Street Research
Connecticut
$265K -$125K -4,696 -32%
SSCA
1262
South Shore Capital Advisors
Massachusetts
$265K +$263K +9,833 New
PF
1263
Penney Financial
Texas
$264K
SWM
1264
Segment Wealth Management
Texas
$263K
WWMSC
1265
Wagner Wealth Management (South Carolina)
South Carolina
$262K +$908 +34 +0.3%
SRWM
1266
Shira Ridge Wealth Management
California
$262K
FSBI
1267
Fearless Solutions (Best Invest)
Texas
$262K -$1.28K -48 -0.5%
EPM
1268
Elm Partners Management
Pennsylvania
$261K -$14.7K -551 -5%
SW
1269
SMART Wealth
Nebraska
$260K +$258K +9,673 New
AO
1270
Advisor OS
Illinois
$260K +$17.4K +652 +7%
CWP
1271
Capital Wealth Planning
Florida
$259K -$2.27K -85 -0.9%
CC
1272
Courier Capital
New York
$258K -$31.2K -1,170 -11%
JFGIW
1273
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$258K -$11.1K -415 -4%
GSWM
1274
Golden State Wealth Management
California
$258K +$187 +7 +0.1%
GAA
1275
Global Assets Advisory
Florida
$258K +$37.4K +1,399 +17%