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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
PWA
1326
Perspective Wealth Advisors
Colorado
$221K
MCA
1327
MSH Capital Advisors
Arizona
$219K
VAM
1328
Virtue Asset Management
Illinois
$219K
VCP
1329
Verus Capital Partners
Arizona
$219K
PG
1330
Prostatis Group
Maryland
$218K
LAMNM
1331
Longview Asset Management (New Mexico)
New Mexico
$218K
SFC
1332
SYM Financial Corp
Indiana
$216K
BSSFA
1333
Baron Silver Stevens Financial Advisors
Florida
$216K
DOA
1334
D'Orazio & Associates
Virginia
$215K
SMCM
1335
Sky-Mountain Capital Management
Idaho
$214K
NAMNJ
1336
NorthStar Asset Management (New Jersey)
New Jersey
$214K
BWL
1337
Beacon Wealthcare LLC
North Carolina
$212K
IWN
1338
Independent Wealth Network
Iowa
$210K
LC
1339
Lawood & Co
Pennsylvania
$210K
SFS
1340
Strategic Financial Services
New York
$210K
CD
1341
Chapin Davis
Maryland
$209K
WMN
1342
Wealth Management Nebraska
Nebraska
$209K
PL
1343
Parthenon LLC
Kentucky
$209K
MIC
1344
Meridian Investment Counsel
California
$208K
CC
1345
Cornerstone Capital
California
$208K
CCG
1346
Cypress Capital Group
Florida
$208K
GSIS
1347
Global Strategic Investment Solutions
Arizona
$208K
QWM
1348
Quadcap Wealth Management
Texas
$208K
CA
1349
Clune & Associates
Illinois
$208K
NFA
1350
Northern Financial Advisors
Michigan
$208K