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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
MWP
1276
Madison Wealth Partners
Wisconsin
$244K
BW
1277
Basepoint Wealth
Iowa
$244K
SIAP
1278
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$243K
BDFN
1279
Bond & Devick Financial Network
Minnesota
$243K
WI
1280
WBI Investments
New Jersey
$243K
CIAS
1281
Capital Investment Advisory Services
North Carolina
$243K
OC
1282
Oakworth Capital
Alabama
$242K
KP
1283
Keel Point
Alabama
$241K
RFA
1284
Rollins Financial Advisors
New York
$241K
SSA
1285
Sierra Summit Advisors
Nevada
$241K
LDB
1286
Lee, Danner & Bass
Tennessee
$239K
IF
1287
Intrua Financial
Texas
$239K
SGK
1288
Steigerwald Gordon & Koch
Virginia
$238K
VAS
1289
Vestmark Advisory Solutions
Massachusetts
$237K
MA
1290
MKT Advisors
California
$236K
PCM
1291
Presidio Capital Management
California
$236K
MMCM
1292
Murphy & Mullick Capital Management
New York
$236K
CISOA
1293
Capital Investment Services of America
Wisconsin
$233K
DPI
1294
Diversified Portfolios Inc
Michigan
$231K
SB
1295
Strategic Blueprint
Georgia
$231K
AFWM
1296
AMJ Financial Wealth Management
Virginia
$231K
CCT
1297
Capital City Trust
Florida
$230K
POIA
1298
Pin Oak Investment Advisors
Texas
$230K
EWM
1299
Evercore Wealth Management
New York
$229K
MWM
1300
Mattern Wealth Management
Kansas
$229K