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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
HIA
1426
Harbor Investment Advisory
Maryland
$68.7K
FFA
1427
Frazier Financial Advisors
Ohio
$65.1K
NL
1428
Navalign LLC
California
$64.7K
HI
1429
Hoey Investments
Pennsylvania
$64.3K
BL
1430
Balentine LLC
Georgia
$63.2K
SIS
1431
Strategic Investment Solutions
Illinois
$63K
DCM
1432
Davis Capital Management
Florida
$62.6K
SWIM
1433
Smallwood Wealth Investment Management
New Jersey
$58.5K
GJIA
1434
Glass Jacobson Investment Advisors
Maryland
$57.4K
FP
1435
Financial Perspectives
Minnesota
$57.3K
SS
1436
Sunbelt Securities
Texas
$56.5K
PWMG
1437
Prestige Wealth Management Group
New Jersey
$56.5K
GKIM
1438
GW&K Investment Management
Massachusetts
$54K
TFGT
1439
TS Financial Group (TSFG)
Illinois
$54K
RBC
1440
Roble Belko & Company
Pennsylvania
$52K
CSB
1441
City State Bank
Iowa
$50.5K
LWM
1442
Lodestone Wealth Management
Washington
$50.4K
KCM
1443
Key Capital Management
Tennessee
$50.4K
PP
1444
PFS Partners
New Jersey
$48K
BF
1445
BOK Financial
Oklahoma
$47.5K
HWM
1446
HighMark Wealth Management
Minnesota
$46.8K
MNA
1447
Manning & Napier Advisors
New York
$45.9K
CWP
1448
Concord Wealth Partners
Virginia
$45.2K
PCA
1449
Providence Capital Advisors
North Carolina
$42K
RA
1450
Ransom Advisory
Rhode Island
$40.4K