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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
GCM
1501
Gunpowder Capital Management
Maryland
$11.9K
MSFP
1502
Mark Sheptoff Financial Planning
Connecticut
$11.8K
MCA
1503
Maryland Capital Advisors
Maryland
$11.2K
KG
1504
Kilter Group
New York
$9.96K
QCG
1505
Quadrant Capital Group
Ohio
$8.72K
TWC
1506
TD Waterhouse Canada
Ontario, Canada
$8.07K
AA
1507
Atmos Advisory
Pennsylvania
$7.94K
AIP
1508
Ameritas Investment Partners
Nebraska
$7.54K
MIM
1509
MTM Investment Management
South Carolina
$6.46K
GWM
1510
Greenline Wealth Management
Florida
$6.41K
TF
1511
Tompkins Financial
New York
$6.38K
DFC
1512
DB Fitzpatrick & Co
Idaho
$6.32K
GWS
1513
Greykasell Wealth Strategies
California
$6.05K
SRCM
1514
Signature Resources Capital Management
California
$5.89K
SC
1515
Solstein Capital
California
$5.49K
CVM
1516
Cheviot Value Management
California
$5.28K
VEA
1517
Virtus ETF Advisers
New York
$4.55K
UFPG
1518
United Financial Planning Group
New York
$4.54K
GK
1519
Graney & King
New York
$4.31K
NRWA
1520
North Ridge Wealth Advisors
Oregon
$4.3K
FHC
1521
First Horizon Corporation
Tennessee
$4.04K
Bessemer Group
1522
Bessemer Group
New Jersey
$4K
FFA
1523
Founders Financial Alliance
North Carolina
$3.88K
SA
1524
Seneschal Advisors
Washington
$3.74K
QC
1525
Quent Capital
New York
$3.58K