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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
ACA
1401
American Capital Advisory
Idaho
$74.1K
CJ
1402
Caitlin John
Michigan
$73.7K
MPWT
1403
MassMutual Private Wealth & Trust
Connecticut
$73.2K
AW
1404
Avion Wealth
Texas
$73K
CNBTD
1405
Citizens National Bank Trust Department
Mississippi
$72.3K
FGAM
1406
Financial Gravity Asset Management
Texas
$71.7K
APW
1407
Atlantic Private Wealth
North Carolina
$69.3K
HIA
1408
Harbor Investment Advisory
Maryland
$68.7K
FFA
1409
Frazier Financial Advisors
Ohio
$65.1K
NL
1410
Navalign LLC
California
$64.7K
HI
1411
Hoey Investments
Pennsylvania
$64.3K
BL
1412
Balentine LLC
Georgia
$63.2K
SIS
1413
Strategic Investment Solutions
Illinois
$63K
DCM
1414
Davis Capital Management
Florida
$62.6K
SWIM
1415
Smallwood Wealth Investment Management
New Jersey
$58.5K
GJIA
1416
Glass Jacobson Investment Advisors
Maryland
$57.4K
FP
1417
Financial Perspectives
Minnesota
$57.3K
SS
1418
Sunbelt Securities
Texas
$56.5K
PWMG
1419
Prestige Wealth Management Group
New Jersey
$56.5K
GKIM
1420
GW&K Investment Management
Massachusetts
$54K
TFGT
1421
TS Financial Group (TSFG)
Illinois
$54K
RBC
1422
Roble Belko & Company
Pennsylvania
$52K
CSB
1423
City State Bank
Iowa
$50.5K
LWM
1424
Lodestone Wealth Management
Washington
$50.4K
KCM
1425
Key Capital Management
Tennessee
$50.4K