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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
TFG
1451
Team Financial Group
California
$26.8K
KFI
1452
Key Financial Inc
Pennsylvania
$26.7K
NRC
1453
New Republic Capital
North Carolina
$26.3K
IIM
1454
IFC & Insurance Marketing
California
$25K
TFA
1455
Toth Financial Advisory
Virginia
$24.3K
FDCDDQ
1456
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.2K
TCOV
1457
Trust Company of Vermont
Vermont
$24.1K
HPIA
1458
Hamilton Point Investment Advisors
North Carolina
$24.1K
PWMG
1459
Private Wealth Management Group
New Jersey
$23.8K
NWMP
1460
Noble Wealth Management PBC
Colorado
$23.3K
VWA
1461
Valued Wealth Advisors
Utah
$22.8K
PAG
1462
Paladin Advisory Group
Iowa
$22.2K
WIM
1463
Westside Investment Management
California
$22.2K
PIS
1464
POM Investment Strategies
North Carolina
$21.8K
Q1WB
1465
Quest 10 Wealth Builders
Virginia
$21.5K
KFP
1466
Kerr Financial Planning
California
$21.2K
HPWM
1467
High Point Wealth Management
New Jersey
$21.1K
NA
1468
Networth Advisors
Pennsylvania
$19.3K
TWM
1469
Topsail Wealth Management
North Carolina
$17K
AWM
1470
Angeles Wealth Management
California
$16.9K
HCM
1471
Horrell Capital Management
Arkansas
$16.3K
AWM
1472
Aberdeen Wealth Management
Illinois
$16.1K
GEA
1473
Glen Eagle Advisors
New Jersey
$16.1K
CSPIA
1474
Cary Street Partners Investment Advisory
Virginia
$16K
PB
1475
Prosperity Bancshares
Texas
$15.7K