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Schwab US Large- Cap ETF

1,537 hedge funds and large institutions have $30.1B invested in Schwab US Large- Cap ETF in 2025 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 540 increasing their positions, 551 reducing their positions, and 54 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:

5% more capital invested

Capital invested by funds: $28.6B → $30.1B (+$1.51B)

0.47% more ownership

Funds ownership: 47.05%47.52% (+0.47%)

2% less repeat investments, than reductions

Existing positions increased: 540 | Existing positions reduced: 551

Holders
1,537
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
202
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
SAA
1276
Southeast Asset Advisors
Georgia
$253K
PCA
1277
Purkiss Capital Advisors
Connecticut
$253K
Boston Partners
1278
Boston Partners
Massachusetts
$253K
AFA
1279
AA Financial Advisors
Ohio
$253K
MAG
1280
M3 Advisory Group
Massachusetts
$253K
WG
1281
Welch Group
Alabama
$252K
ACA
1282
Affinity Capital Advisors
California
$252K
IWM
1283
Inlight Wealth Management
Georgia
$251K
DC
1284
Darrow Company
Massachusetts
$251K
BCP
1285
Berkeley Capital Partners
Georgia
$251K
PWMAG
1286
Pinnacle Wealth Management Advisory Group
New Jersey
$250K
LS
1287
LCW Services
Virginia
$249K
CSA
1288
Cottage Street Advisors
Massachusetts
$249K
HCMG
1289
Howard Capital Management Group
California
$248K
EI
1290
Ellevest Inc
New York
$246K
IWP
1291
IAG Wealth Partners
Wisconsin
$246K
MWP
1292
Madison Wealth Partners
Wisconsin
$244K
BW
1293
Basepoint Wealth
Iowa
$244K
SIAP
1294
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$243K
BDFN
1295
Bond & Devick Financial Network
Minnesota
$243K
WI
1296
WBI Investments
New Jersey
$243K
CIAS
1297
Capital Investment Advisory Services
North Carolina
$243K
OC
1298
Oakworth Capital
Alabama
$242K
KP
1299
Keel Point
Alabama
$241K
RFA
1300
Rollins Financial Advisors
New York
$241K