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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
WA
176
WBH Advisory
Maryland
$22.2M
BBPWM
177
Blue Bell Private Wealth Management
Pennsylvania
$22M
TFA
178
Transamerica Financial Advisors
Florida
$21.9M
WCFP
179
White & Co Financial Planning
Washington
$21.8M
KHC
180
Koesten Hirschmann & Crabtree
Kansas
$21.8M
ACM
181
Alpha Capital Management
Texas
$21.7M
HCM
182
Hengehold Capital Management
Ohio
$21.5M
BDF
183
Black Diamond Financial
Maryland
$21.5M
AWM
184
Abound Wealth Management
Tennessee
$21.4M
GIA
185
Gladstone Institutional Advisory
Florida
$21M
SFG
186
SNS Financial Group
Minnesota
$21M
MA
187
MCF Advisors
Kentucky
$20.6M
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$20.2M
Truist Financial
189
Truist Financial
North Carolina
$20M
IRC
190
Investors Research Corp
Georgia
$19.9M
MI
191
Moneywise Inc
Virginia
$19.9M
LFS
192
Lutz Financial Services
Nebraska
$19.6M
USWIA
193
UP Strategic Wealth Investment Advisors
Pennsylvania
$19.6M
MFG
194
Merit Financial Group
Georgia
$19.5M
FLFS
195
Family Legacy Financial Solutions
North Carolina
$19.3M
SA
196
Sanctuary Advisors
Indiana
$19.2M
JCM
197
Jacobi Capital Management
Pennsylvania
$19.2M
IA
198
IFP Advisors
Florida
$19.1M
SSWM
199
Sheets Smith Wealth Management
North Carolina
$19M
TIM
200
Tortoise Investment Management
New York
$19M