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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
KCM
1451
Key Capital Management
Tennessee
$50.4K +$50K +1,872 New
LWM
1452
Lodestone Wealth Management
Washington
$50.4K +$50K +1,872 New
PP
1453
PFS Partners
New Jersey
$48K
BF
1454
BOK Financial
Oklahoma
$47.5K
HWM
1455
HighMark Wealth Management
Minnesota
$46.8K +$134 +5 +0.3%
MNA
1456
Manning & Napier Advisors
New York
$45.9K
CWP
1457
Concord Wealth Partners
Virginia
$45.2K
PCA
1458
Providence Capital Advisors
North Carolina
$42K
RA
1459
Ransom Advisory
Rhode Island
$40.4K +$40.1K +1,500 New
GI
1460
GAMMA Investing
California
$39.8K
AWA
1461
Acumen Wealth Advisors
Tennessee
$39.4K +$39.1K +1,465 New
MJRIC
1462
Mogy Joel R Investment Counsel
California
$38.9K
WPA
1463
West Paces Advisors
Georgia
$37.8K
DAM
1464
Delta Asset Management
Tennessee
$36.3K
TFM
1465
TFC Financial Management
Massachusetts
$35.7K +$107 +4 +0.3%
PGAM
1466
Princeton Global Asset Management
New Jersey
$35.4K +$107 +4 +0.3%
BC
1467
Bulwark Capital
Florida
$35.2K -$92.5K -3,465 -73%
BWA
1468
Basecamp Wealth Advisors
Washington
$34.6K +$34.4K +1,287 New
VCM
1469
Versant Capital Management
Arizona
$34.3K +$107 +4 +0.3%
T
1470
Tidemark
California
$34.3K +$28.1K +1,053 +474%
OCM
1471
Orion Capital Management
California
$32.7K
TAM
1472
Tucker Asset Management
Colorado
$31.4K +$2.67K +100 +9%
SWP
1473
SIMA Wealth Partners
Virginia
$30.4K +$80 +3 +0.3%
PMIM
1474
Prudent Man Investment Management
Colorado
$30.3K
DPW
1475
DiNuzzo Private Wealth
Pennsylvania
$29.4K