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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
IF
1401
Integrity Financial
Wyoming
$109K
CPA
1402
Cardiff Park Advisors
California
$108K
NSIM
1403
North Star Investment Management
Illinois
$108K
RF
1404
Robbins Farley
New Hampshire
$101K
GWS
1405
Glassman Wealth Services
Virginia
$99.6K
KFAS
1406
Keating Financial Advisory Services
Kansas
$97.3K
TCM
1407
Triumph Capital Management
Colorado
$94.7K
RMP
1408
Richards, Merrill & Peterson
Washington
$94K
RP
1409
Rice Partnership
Hawaii
$92.9K
HPC
1410
HM Payson & Co
Maine
$90.6K
HNW
1411
High Note Wealth
Minnesota
$89.1K
KFG
1412
Kingdom Financial Group
Arizona
$87.2K
CPG
1413
Cornerstone Planning Group
New Jersey
$84.5K
ME
1414
McIlrath & Eck
Washington
$81.3K
CFS
1415
CGC Financial Services
Oregon
$80.7K
CBT
1416
Crews Bank & Trust
Florida
$80.7K
SIC
1417
SJS Investment Consulting
Ohio
$79.2K
FPF
1418
First Pacific Financial
Washington
$77.9K
ACA
1419
American Capital Advisory
Idaho
$74.1K
CJ
1420
Caitlin John
Michigan
$73.7K
MPWT
1421
MassMutual Private Wealth & Trust
Connecticut
$73.2K
AW
1422
Avion Wealth
Texas
$73K
CNBTD
1423
Citizens National Bank Trust Department
Mississippi
$72.3K
FGAM
1424
Financial Gravity Asset Management
Texas
$71.7K
APW
1425
Atlantic Private Wealth
North Carolina
$69.3K