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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
CAG
151
Csenge Advisory Group
Florida
$29.8M +$1.58M +59,169 +6%
PWM
152
Provident Wealth Management
Tennessee
$29.1M +$282K +10,572 +1%
FIA
153
FPC Investment Advisory
California
$28.8M +$1.51M +56,534 +6%
SAM
154
Sawgrass Asset Management
Florida
$28.1M -$854K -31,985 -3%
KLI
155
Kelman-Lazarov Inc
Tennessee
$27.4M -$220K -8,238 -0.8%
MIA
156
Milestone Investment Advisors
Wisconsin
$27.4M -$30.7K -1,151 -0.1%
SJIM
157
St. Johns Investment Management
Florida
$27.3M +$622K +23,285 +2%
AF
158
Allworth Financial
California
$26.9M -$431K -16,136 -2%
PWM
159
Prosperity Wealth Management
California
$26.1M +$1.58M +59,079 +6%
SVWAG
160
Sound View Wealth Advisors Group
Georgia
$25.8M -$509K -19,073 -2%
SFMG
161
Sage Financial Management Group
Virginia
$25.6M -$104K -3,903 -0.4%
LBC
162
Lowe Brockenbrough & Co
Virginia
$25.4M -$632K -23,659 -2%
SIC
163
Salem Investment Counselors
North Carolina
$25.2M -$110K -4,127 -0.4%
EL
164
Essex LLC
Illinois
$25.2M -$188K -7,026 -0.7%
MF
165
Manchester Financial
California
$24.7M -$332K -12,428 -1%
BCI
166
Brinker Capital Investments
Pennsylvania
$24.6M -$1.07M -40,222 -4%
AF
167
Align Financial
Minnesota
$24.5M +$653K +24,466 New
CCA
168
Clearwater Capital Advisors
Illinois
$24.4M +$149K +5,597 +0.6%
AA
169
Ancora Advisors
Ohio
$24.3M -$785K -29,401 -3%
GFM
170
GEN Financial Management
Minnesota
$24.1M +$4.71M +176,498 +25%
BIA
171
Bell Investment Advisors
California
$23.9M -$374K -14,002 -2%
CFIA
172
Cantor Fitzgerald Investment Advisors
New York
$23.7M -$545K -20,408 -2%
VFIC
173
Valley Forge Investment Consultants
Pennsylvania
$23.6M -$234K -8,780 -1%
AAS
174
Asset Allocation Strategies
Michigan
$22.8M +$1.01M +37,945 +5%
SFC
175
Sprinkle Financial Consultants
Colorado
$22.5M -$1M -37,500 -4%