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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
SSA
1301
Sierra Summit Advisors
Nevada
$241K
LDB
1302
Lee, Danner & Bass
Tennessee
$239K
IF
1303
Intrua Financial
Texas
$239K
SGK
1304
Steigerwald Gordon & Koch
Virginia
$238K
VAS
1305
Vestmark Advisory Solutions
Massachusetts
$237K
MA
1306
MKT Advisors
California
$236K
PCM
1307
Presidio Capital Management
California
$236K
MMCM
1308
Murphy & Mullick Capital Management
New York
$236K
CISOA
1309
Capital Investment Services of America
Wisconsin
$233K
DPI
1310
Diversified Portfolios Inc
Michigan
$231K
SB
1311
Strategic Blueprint
Georgia
$231K
AFWM
1312
AMJ Financial Wealth Management
Virginia
$231K
CCT
1313
Capital City Trust
Florida
$230K
POIA
1314
Pin Oak Investment Advisors
Texas
$230K
EWM
1315
Evercore Wealth Management
New York
$229K
MWM
1316
Mattern Wealth Management
Kansas
$229K
CWA
1317
Centennial Wealth Advisory
Michigan
$228K
AF
1318
Amara Financial
California
$227K
LB
1319
Legacy Bridge
Iowa
$227K
WCM
1320
Wealthcare Capital Management
Virginia
$226K
RWC
1321
Rare Wolf Capital
Washington
$226K
CWS
1322
Cypress Wealth Services
California
$225K
SCM
1323
SOL Capital Management
Maryland
$225K
YWM
1324
Yukon Wealth Management
Kansas
$223K
WA
1325
WP Advisors
California
$221K