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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
PL
1351
Parthenon LLC
Kentucky
$209K
MIC
1352
Meridian Investment Counsel
California
$208K +$214 +8 +0.1%
CC
1353
Cornerstone Capital
California
$208K
CCG
1354
Cypress Capital Group
Florida
$208K +$207K +7,735 New
GSIS
1355
Global Strategic Investment Solutions
Arizona
$208K
QWM
1356
Quadcap Wealth Management
Texas
$208K
CA
1357
Clune & Associates
Illinois
$208K -$961 -36 -0.5%
NFA
1358
Northern Financial Advisors
Michigan
$208K -$180K -6,723 -47%
JFG
1359
JDM Financial Group
Texas
$208K -$105K -3,937 -34%
CIA
1360
Choate Investment Advisors
Massachusetts
$207K -$60.4K -2,261 -23%
WAM
1361
Wernau Asset Management
Massachusetts
$207K
UF
1362
Univest Financial
Pennsylvania
$207K -$13.1K -491 -6%
RPA
1363
Rock Point Advisors
Vermont
$206K -$80 -3 -0%
APW
1364
Austin Private Wealth
Texas
$204K -$9.85K -369 -5%
PWA
1365
Principia Wealth Advisory
Texas
$204K +$13.7K +512 +7%
PWM
1366
Pursuit Wealth Management
Florida
$203K +$202K +7,561 New
DWM
1367
Ducere Wealth Management
California
$202K +$201K +7,516 New
LSC
1368
Lesa Sroufe & Co
Washington
$202K -$44.9K -1,682 -18%
MLL
1369
Moody Lynn & Lieberson
Massachusetts
$202K +$200K +7,502 New
ACM
1370
Accent Capital Management
Ohio
$202K
SCA
1371
Sandy Cove Advisors
Massachusetts
$202K +$200K +7,500 New
OCM
1372
Osbon Capital Management
Massachusetts
$201K +$200K +7,478 New
JWM
1373
Jacksonville Wealth Management
Florida
$201K +$200K +7,473 New
OHWP
1374
Oak Harbor Wealth Partners
North Carolina
$200K +$189K +7,075 +1,933%
CWP
1375
Clark Wealth Partners
Illinois
$199K