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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
FIM
1351
FWL Investment Management
Texas
$190K
IPS
1352
Investors Portfolio Services
Washington
$187K
UB
1353
UMB Bank
Missouri
$186K
PP
1354
PDS Planning
Ohio
$185K
BDPWM
1355
Barnes Dennig Private Wealth Management
Ohio
$176K
AT
1356
Arlington Trust
Alabama
$175K
FCAS
1357
First Command Advisory Services
Texas
$173K
GC
1358
Granville Capital
North Carolina
$170K
FHA
1359
Flagship Harbor Advisors
Massachusetts
$169K
NG
1360
NWK Group
California
$168K
OAJ
1361
Ogorek Anthony Joseph
New York
$167K
TCOT
1362
Trust Company of Toledo
Ohio
$164K
IAIM
1363
International Assets Investment Management
Florida
$163K
CMP
1364
Coston McIsaac & Partners
Maine
$159K
OA
1365
Operose Advisors
Wisconsin
$154K
SGFG
1366
Silver Grove Financial Group
New York
$153K
DF
1367
Dunhill Financial
United Kingdom
$151K
CIAS
1368
CBIZ Investment Advisory Services
Ohio
$147K
SA
1369
Strategic Advocates
Utah
$141K
HWA
1370
Heritage Wealth Advisors
Virginia
$138K
GCM
1371
Gables Capital Management
Florida
$135K
PPL
1372
Planning Project LLC
Texas
$134K
OW
1373
Olistico Wealth
Oklahoma
$132K
TC
1374
Trust Company
Kansas
$125K
CB
1375
Community Bank
New York
$121K