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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
TI
176
Truepoint Inc
Ohio
$22.5M -$195K -7,288 -0.9%
WA
177
WBH Advisory
Maryland
$22.2M -$294K -11,010 -1%
BBPWM
178
Blue Bell Private Wealth Management
Pennsylvania
$22M -$170K -6,368 -0.8%
TFA
179
Transamerica Financial Advisors
Florida
$21.9M -$1.69M -63,214 -7%
WCFP
180
White & Co Financial Planning
Washington
$21.8M -$8.92K -334 -0%
KHC
181
Koesten Hirschmann & Crabtree
Kansas
$21.8M -$1.59M -59,536 -7%
ACM
182
Alpha Capital Management
Texas
$21.7M -$116K -4,354 -0.5%
HCM
183
Hengehold Capital Management
Ohio
$21.5M -$404K -15,125 -2%
BDF
184
Black Diamond Financial
Maryland
$21.5M -$200K -7,502 -0.9%
AWM
185
Abound Wealth Management
Tennessee
$21.4M +$204K +7,639 +1%
GIA
186
Gladstone Institutional Advisory
Florida
$21M -$147K -5,522 -0.7%
SFG
187
SNS Financial Group
Minnesota
$21M +$301K +11,266 +1%
MA
188
MCF Advisors
Kentucky
$20.6M -$450K -16,842 -2%
AZ
189
Alpha Zero
Florida
$20.5M +$757K +28,363 +4%
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$20.2M -$293K -10,962 -1%
Truist Financial
191
Truist Financial
North Carolina
$20M -$133K -4,971 -0.7%
DF
192
Downshift Financial
Colorado
$20M +$20M +750,046 New
IRC
193
Investors Research Corp
Georgia
$19.9M +$616K +23,065 +3%
MI
194
Moneywise Inc
Virginia
$19.9M -$1.62M -60,485 -8%
CP
195
Cornerstone Planning
North Carolina
$19.7M +$19.5M +731,374 New
LFS
196
Lutz Financial Services
Nebraska
$19.6M -$209K -7,824 -1%
USWIA
197
UP Strategic Wealth Investment Advisors
Pennsylvania
$19.6M +$1.05M +39,455 +6%
MFG
198
Merit Financial Group
Georgia
$19.5M +$8.07M +302,007 +71%
FLFS
199
Family Legacy Financial Solutions
North Carolina
$19.3M +$6.29M +235,502 +49%
SA
200
Sanctuary Advisors
Indiana
$19.2M +$2.46M +92,094 +15%