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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
CWA
1301
Centennial Wealth Advisory
Michigan
$228K
AF
1302
Amara Financial
California
$227K
LB
1303
Legacy Bridge
Iowa
$227K
WCM
1304
Wealthcare Capital Management
Virginia
$226K
RWC
1305
Rare Wolf Capital
Washington
$226K
CWS
1306
Cypress Wealth Services
California
$225K
SCM
1307
SOL Capital Management
Maryland
$225K
YWM
1308
Yukon Wealth Management
Kansas
$223K
WA
1309
WP Advisors
California
$221K
PWA
1310
Perspective Wealth Advisors
Colorado
$221K
MCA
1311
MSH Capital Advisors
Arizona
$219K
VAM
1312
Virtue Asset Management
Illinois
$219K
VCP
1313
Verus Capital Partners
Arizona
$219K
PG
1314
Prostatis Group
Maryland
$218K
LAMNM
1315
Longview Asset Management (New Mexico)
New Mexico
$218K
SFC
1316
SYM Financial Corp
Indiana
$216K
BSSFA
1317
Baron Silver Stevens Financial Advisors
Florida
$216K
DOA
1318
D'Orazio & Associates
Virginia
$215K
SMCM
1319
Sky-Mountain Capital Management
Idaho
$214K
NAMNJ
1320
NorthStar Asset Management (New Jersey)
New Jersey
$214K
BWL
1321
Beacon Wealthcare LLC
North Carolina
$212K
IWN
1322
Independent Wealth Network
Iowa
$210K
LC
1323
Lawood & Co
Pennsylvania
$210K
SFS
1324
Strategic Financial Services
New York
$210K
CD
1325
Chapin Davis
Maryland
$209K