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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
SLT
126
St Louis Trust
Missouri
$34.9M
GG
127
Gleason Group
Kentucky
$34.6M +$787K +29,472 +2%
BA
128
Ballast Advisors
Minnesota
$34.2M -$904K -33,844 -3%
CWG
129
Cornerstone Wealth Group
North Carolina
$34.2M -$1.28M -48,006 -4%
FVWA
130
Foster Victor Wealth Advisors
South Carolina
$34.1M -$760K -28,442 -2%
MSFS
131
Main Street Financial Solutions
Pennsylvania
$33.8M -$1.35M -50,439 -4%
HWM
132
HRC Wealth Management
Idaho
$33.7M -$140K -5,257 -0.4%
DAS
133
Dynamic Advisor Solutions
Arizona
$33.6M -$257K -9,630 -0.8%
UBS Group
134
UBS Group
Switzerland
$33.3M +$637K +23,848 +2%
ACA
135
Ascension Capital Advisors
Texas
$33.2M +$2.34M +87,454 +8%
MCM
136
MAI Capital Management
Ohio
$32.9M +$7.69K +288 +0%
EFG
137
Ethos Financial Group
Pennsylvania
$32.8M +$292K +10,944 +0.9%
PAG
138
Powers Advisory Group
Illinois
$32.3M +$59.9K +2,244 +0.2%
PPH
139
Pure Portfolios Holdings
Oregon
$32.1M +$41.9K +1,570 +0.1%
SP
140
Sherman Porfolios
Idaho
$32M +$31.3M +1,173,544 +7,639%
TCM
141
Tradewinds Capital Management
Washington
$31.9M +$23.3M +872,273 +278%
Stifel Financial
142
Stifel Financial
Missouri
$31.9M -$1.11M -41,377 -3%
AIM
143
Anchor Investment Management
South Carolina
$31.6M +$470K +17,597 +2%
BlackRock
144
BlackRock
New York
$31.4M +$17.6M +660,318 +130%
PWM
145
Perigon Wealth Management
California
$31.2M -$841K -31,489 -3%
OIA
146
OneDigital Investment Advisors
Kansas
$30.8M -$3.4M -127,325 -10%
CKAIS
147
Christensen King & Associates Investment Services
Washington
$30.7M -$875K -32,767 -3%
AIP
148
Almanack Investment Partners
Pennsylvania
$30.7M +$1.42K +53 +0%
EWM
149
Empirical Wealth Management
Washington
$30.4M +$1.47M +55,088 +5%
GA
150
Gordian Advisors
Arizona
$29.8M -$1.16M -43,258 -4%