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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
AF
1326
Amara Financial
California
$227K +$694 +26 +0.3%
LB
1327
Legacy Bridge
Iowa
$227K
WCM
1328
Wealthcare Capital Management
Virginia
$226K -$997K -37,323 -82%
RWC
1329
Rare Wolf Capital
Washington
$226K +$224K +8,400 New
CWS
1330
Cypress Wealth Services
California
$225K +$134 +5 +0.1%
SCM
1331
SOL Capital Management
Maryland
$225K +$13.4K +500 +6%
YWM
1332
Yukon Wealth Management
Kansas
$223K +$641 +24 +0.3%
WA
1333
WP Advisors
California
$221K +$641 +24 +0.3%
PWA
1334
Perspective Wealth Advisors
Colorado
$221K +$219K +8,201 New
MCA
1335
MSH Capital Advisors
Arizona
$219K +$217K +8,137 New
VAM
1336
Virtue Asset Management
Illinois
$219K -$1.23K -46 -0.6%
VCP
1337
Verus Capital Partners
Arizona
$219K -$3.6K -135 -2%
PG
1338
Prostatis Group
Maryland
$218K
LAMNM
1339
Longview Asset Management (New Mexico)
New Mexico
$218K +$216K +8,105 New
SFC
1340
SYM Financial Corp
Indiana
$216K
BSSFA
1341
Baron Silver Stevens Financial Advisors
Florida
$216K
DOA
1342
D'Orazio & Associates
Virginia
$215K +$80 +3 +0%
SMCM
1343
Sky-Mountain Capital Management
Idaho
$214K
NAMNJ
1344
NorthStar Asset Management (New Jersey)
New Jersey
$214K +$1.36K +51 +0.6%
BWL
1345
Beacon Wealthcare LLC
North Carolina
$212K
IWN
1346
Independent Wealth Network
Iowa
$210K -$7.18K -269 -3%
LC
1347
Lawood & Co
Pennsylvania
$210K +$208K +7,800 New
SFS
1348
Strategic Financial Services
New York
$210K
CD
1349
Chapin Davis
Maryland
$209K +$208K +7,783 New
WMN
1350
Wealth Management Nebraska
Nebraska
$209K -$2.16K -81 -1%