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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
FPF
1426
First Pacific Financial
Washington
$77.9K
ACA
1427
American Capital Advisory
Idaho
$74.1K +$214 +8 +0.3%
CJ
1428
Caitlin John
Michigan
$73.7K
MPWT
1429
MassMutual Private Wealth & Trust
Connecticut
$73.2K
AW
1430
Avion Wealth
Texas
$73K
CNBTD
1431
Citizens National Bank Trust Department
Mississippi
$72.3K
EP
1432
Essential Partners
California
$71.8K +$80 +3 +0.1%
FGAM
1433
Financial Gravity Asset Management
Texas
$71.7K
APW
1434
Atlantic Private Wealth
North Carolina
$69.3K +$68.8K +2,577 New
HIA
1435
Harbor Investment Advisory
Maryland
$68.7K
FFA
1436
Frazier Financial Advisors
Ohio
$65.1K +$1.9K +71 +3%
NL
1437
Navalign LLC
California
$64.7K +$64.2K +2,403 New
HI
1438
Hoey Investments
Pennsylvania
$64.3K
BL
1439
Balentine LLC
Georgia
$63.2K
SIS
1440
Strategic Investment Solutions
Illinois
$63K
DCM
1441
Davis Capital Management
Florida
$62.6K -$53 -2 -0.1%
SWIM
1442
Smallwood Wealth Investment Management
New Jersey
$58.5K -$160 -6 -0.3%
GJIA
1443
Glass Jacobson Investment Advisors
Maryland
$57.4K +$107 +4 +0.2%
FP
1444
Financial Perspectives
Minnesota
$57.3K +$187 +7 +0.3%
SS
1445
Sunbelt Securities
Texas
$56.5K -$1.92K -72 -3%
PWMG
1446
Prestige Wealth Management Group
New Jersey
$56.5K
GKIM
1447
GW&K Investment Management
Massachusetts
$54K -$2.96K -111 -5%
TFGT
1448
TS Financial Group (TSFG)
Illinois
$54K
RBC
1449
Roble Belko & Company
Pennsylvania
$52K +$49.4K +1,848 +2,124%
CSB
1450
City State Bank
Iowa
$50.5K