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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
AIP
1376
Alexis Investment Partners
Texas
$121K
DI
1377
DAGCO Inc
Ohio
$121K
SIS
1378
Sound Income Strategies
Florida
$121K
SC
1379
Stephens Consulting
Michigan
$119K
AWM
1380
Activest Wealth Management
Florida
$117K
HHGA
1381
Halbert Hargrove Global Advisors
California
$116K
MCA
1382
McGuire Capital Advisors
Oklahoma
$114K
IF
1383
Integrity Financial
Wyoming
$109K
CPA
1384
Cardiff Park Advisors
California
$108K
NSIM
1385
North Star Investment Management
Illinois
$108K
RF
1386
Robbins Farley
New Hampshire
$101K
GWS
1387
Glassman Wealth Services
Virginia
$99.6K
KFAS
1388
Keating Financial Advisory Services
Kansas
$97.3K
TCM
1389
Triumph Capital Management
Colorado
$94.7K
RMP
1390
Richards, Merrill & Peterson
Washington
$94K
RP
1391
Rice Partnership
Hawaii
$92.9K
HPC
1392
HM Payson & Co
Maine
$90.6K
HNW
1393
High Note Wealth
Minnesota
$89.1K
KFG
1394
Kingdom Financial Group
Arizona
$87.2K
CPG
1395
Cornerstone Planning Group
New Jersey
$84.5K
ME
1396
McIlrath & Eck
Washington
$81.3K
CFS
1397
CGC Financial Services
Oregon
$80.7K
CBT
1398
Crews Bank & Trust
Florida
$80.7K
SIC
1399
SJS Investment Consulting
Ohio
$79.2K
FPF
1400
First Pacific Financial
Washington
$77.9K