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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
SFG
1576
SevenBridge Financial Group
Pennsylvania
-$252K -9,326 Closed
SAW
1577
Signal Advisors Wealth
Michigan
-$237K -9,009 Closed
BFA
1578
Bragg Financial Advisors
North Carolina
-$233K -8,864 Closed
GWSG
1579
GPS Wealth Strategies Group
Colorado
-$223K -8,472 Closed
WCP
1580
Wealthcare Capital Partners
Pennsylvania
-$213K -8,099 Closed
OPWM
1581
Oxinas Partners Wealth Management
Indiana
-$210K -7,963 Closed
SFG
1582
Sovereign Financial Group
Connecticut
-$208K -7,880 Closed
M1FG
1583
Mach-1 Financial Group
Arkansas
-$207K -7,872 Closed
TVM
1584
True Vision MN
Minnesota
-$204K -7,759 Closed
BBA
1585
BLB&B Advisors
Pennsylvania
-$201K -7,634 Closed
PAM
1586
Palisade Asset Management
Minnesota
-$164K -6,223 Closed
JWM
1587
JPL Wealth Management
Colorado
-$145K -5,487 Closed
AA
1588
Addison Advisors
Vermont
-$133K -5,046 Closed
FFWM
1589
Future Financial Wealth Management
Ohio
-$119K -4,500 Closed
CFB
1590
Cullen/Frost Bankers
Texas
-$78.9K -2,994 Closed
DRP
1591
Decker Retirement Planning
Utah
-$59.7K -2,266 Closed
TCM
1592
TruNorth Capital Management
Michigan
-$55.6K -2,112 Closed
ABWM
1593
Alpine Bank Wealth Management
Colorado
-$49.8K -1,892 Closed
GFWA
1594
Grey Fox Wealth Advisors
Delaware
-$48.9K -1,856 Closed
MWPCG
1595
Measured Wealth Private Client Group
New Hampshire
-$25.6K -970 Closed
KWM
1596
Kiker Wealth Management
Georgia
-$21.5K -816 Closed
HFS
1597
Hopwood Financial Services
Virginia
-$13.4K -507 Closed
TC
1598
Truvestments Capital
Florida
-$12.2K -462 Closed
PPA
1599
Painted Porch Advisors
California
-$6.64K -252 Closed
DWA
1600
Delos Wealth Advisors
Texas
-$5.64K -214 Closed