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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
JFG
1351
JDM Financial Group
Texas
$208K
CIA
1352
Choate Investment Advisors
Massachusetts
$207K
WAM
1353
Wernau Asset Management
Massachusetts
$207K
UF
1354
Univest Financial
Pennsylvania
$207K
RPA
1355
Rock Point Advisors
Vermont
$206K
APW
1356
Austin Private Wealth
Texas
$204K
PWA
1357
Principia Wealth Advisory
Texas
$204K
PWM
1358
Pursuit Wealth Management
Florida
$203K
DWM
1359
Ducere Wealth Management
California
$202K
LSC
1360
Lesa Sroufe & Co
Washington
$202K
MLL
1361
Moody Lynn & Lieberson
Massachusetts
$202K
ACM
1362
Accent Capital Management
Ohio
$202K
SCA
1363
Sandy Cove Advisors
Massachusetts
$202K
OCM
1364
Osbon Capital Management
Massachusetts
$201K
JWM
1365
Jacksonville Wealth Management
Florida
$201K
OHWP
1366
Oak Harbor Wealth Partners
North Carolina
$200K
CWP
1367
Clark Wealth Partners
Illinois
$199K
FIM
1368
FWL Investment Management
Texas
$190K
IPS
1369
Investors Portfolio Services
Washington
$187K
UB
1370
UMB Bank
Missouri
$186K
PP
1371
PDS Planning
Ohio
$185K
BDPWM
1372
Barnes Dennig Private Wealth Management
Ohio
$176K
AT
1373
Arlington Trust
Alabama
$175K
FCAS
1374
First Command Advisory Services
Texas
$173K
GC
1375
Granville Capital
North Carolina
$170K