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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
OC
1476
Optima Capital
Oregon
$28.6K +$28.4K +1,062 New
AEPWM
1477
Atlantic Edge Private Wealth Management
Florida
$28.3K
AIC
1478
Archer Investment Corporation
Indiana
$28.2K +$80 +3 +0.3%
LC
1479
Luminist Capital
Michigan
$26.9K
TFG
1480
Team Financial Group
California
$26.8K +$80 +3 +0.3%
KFI
1481
Key Financial Inc
Pennsylvania
$26.7K
NRC
1482
New Republic Capital
North Carolina
$26.3K
IIM
1483
IFC & Insurance Marketing
California
$25K +$24.4K +913 New
TFA
1484
Toth Financial Advisory
Virginia
$24.3K -$35.8K -1,340 -60%
FDCDDQ
1485
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.2K
HPIA
1486
Hamilton Point Investment Advisors
North Carolina
$24.1K
TCOV
1487
Trust Company of Vermont
Vermont
$24.1K
PWMG
1488
Private Wealth Management Group
New Jersey
$23.8K -$14.3K -536 -38%
NWMP
1489
Noble Wealth Management PBC
Colorado
$23.3K
VWA
1490
Valued Wealth Advisors
Utah
$22.8K
PAG
1491
Paladin Advisory Group
Iowa
$22.2K
WIM
1492
Westside Investment Management
California
$22.2K
PIS
1493
POM Investment Strategies
North Carolina
$21.8K
Q1WB
1494
Quest 10 Wealth Builders
Virginia
$21.5K +$21.3K +799 New
KFP
1495
Kerr Financial Planning
California
$21.2K +$10.6K +398 +100%
HPWM
1496
High Point Wealth Management
New Jersey
$21.1K +$20.9K +784 New
NA
1497
Networth Advisors
Pennsylvania
$19.3K +$19.1K +716 New
TWM
1498
Topsail Wealth Management
North Carolina
$17K
AWM
1499
Angeles Wealth Management
California
$16.9K
HCM
1500
Horrell Capital Management
Arkansas
$16.3K