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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
CAG
151
Csenge Advisory Group
Florida
$29.8M
PWM
152
Provident Wealth Management
Tennessee
$29.1M
FIA
153
FPC Investment Advisory
California
$28.8M
SAM
154
Sawgrass Asset Management
Florida
$28.1M
KLI
155
Kelman-Lazarov Inc
Tennessee
$27.4M
MIA
156
Milestone Investment Advisors
Wisconsin
$27.4M
SJIM
157
St. Johns Investment Management
Florida
$27.3M
AF
158
Allworth Financial
California
$26.9M
SVWAG
159
Sound View Wealth Advisors Group
Georgia
$25.8M
SFMG
160
Sage Financial Management Group
Virginia
$25.6M
LBC
161
Lowe Brockenbrough & Co
Virginia
$25.4M
SIC
162
Salem Investment Counselors
North Carolina
$25.2M
EL
163
Essex LLC
Illinois
$25.2M
MF
164
Manchester Financial
California
$24.7M
BCI
165
Brinker Capital Investments
Pennsylvania
$24.6M
AF
166
Align Financial
Minnesota
$24.5M
CCA
167
Clearwater Capital Advisors
Illinois
$24.4M
AA
168
Ancora Advisors
Ohio
$24.3M
GFM
169
GEN Financial Management
Minnesota
$24.1M
BIA
170
Bell Investment Advisors
California
$23.9M
CFIA
171
Cantor Fitzgerald Investment Advisors
New York
$23.7M
VFIC
172
Valley Forge Investment Consultants
Pennsylvania
$23.6M
AAS
173
Asset Allocation Strategies
Michigan
$22.8M
SFC
174
Sprinkle Financial Consultants
Colorado
$22.5M
TI
175
Truepoint Inc
Ohio
$22.5M