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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
RL
1526
Retireful LLC
Michigan
BIM
1527
Bridges Investment Management
Nebraska
SCM
1528
Saxony Capital Management
Missouri
TSS
1529
Two Sigma Securities
New York
HF
1530
HRT Financial
New York
EMC
1531
Everest Management Corp
California
CA
1532
Calton & Associates
Florida
LKIM
1533
Lawson Kroeker Investment Management
Nebraska
FTUS
1534
Flow Traders U.S.
New York
MPCL
1535
My Personal CFO LLC
Washington
VPP
1536
Vertex Planning Partners
Illinois
Citadel Advisors
1537
Citadel Advisors
Florida
MP
1538
McDonald Partners
Ohio
HFA
1539
Hershey Financial Advisers
Pennsylvania
PWA
1540
Peterson Wealth Advisors
Utah
SIM
1541
Stratos Investment Management
Ohio
PCA
1542
Prosperity Capital Advisors
Ohio
SW
1543
SteelPeak Wealth
California
SFG
1544
SevenBridge Financial Group
Pennsylvania
SAW
1545
Signal Advisors Wealth
Michigan
BFA
1546
Bragg Financial Advisors
North Carolina
GWSG
1547
GPS Wealth Strategies Group
Colorado
WCP
1548
Wealthcare Capital Partners
Pennsylvania
OPWM
1549
Oxinas Partners Wealth Management
Indiana
SFG
1550
Sovereign Financial Group
Connecticut