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Schwab US Large- Cap ETF

1,537 hedge funds and large institutions have $30.1B invested in Schwab US Large- Cap ETF in 2025 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 540 increasing their positions, 551 reducing their positions, and 54 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:

5% more capital invested

Capital invested by funds: $28.6B → $30.1B (+$1.51B)

0.47% more ownership

Funds ownership: 47.05%47.52% (+0.47%)

2% less repeat investments, than reductions

Existing positions increased: 540 | Existing positions reduced: 551

Holders
1,537
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
202
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
TI
176
Truepoint Inc
Ohio
$22.5M
WA
177
WBH Advisory
Maryland
$22.2M
BBPWM
178
Blue Bell Private Wealth Management
Pennsylvania
$22M
TFA
179
Transamerica Financial Advisors
Florida
$21.9M
WCFP
180
White & Co Financial Planning
Washington
$21.8M
KHC
181
Koesten Hirschmann & Crabtree
Kansas
$21.8M
ACM
182
Alpha Capital Management
Texas
$21.7M
HCM
183
Hengehold Capital Management
Ohio
$21.5M
BDF
184
Black Diamond Financial
Maryland
$21.5M
AWM
185
Abound Wealth Management
Tennessee
$21.4M
GIA
186
Gladstone Institutional Advisory
Florida
$21M
SFG
187
SNS Financial Group
Minnesota
$21M
MA
188
MCF Advisors
Kentucky
$20.6M
PNC Financial Services Group
189
PNC Financial Services Group
Pennsylvania
$20.2M
Truist Financial
190
Truist Financial
North Carolina
$20M
DF
191
Downshift Financial
Colorado
$20M
IRC
192
Investors Research Corp
Georgia
$19.9M
MI
193
Moneywise Inc
Virginia
$19.9M
CP
194
Cornerstone Planning
North Carolina
$19.7M
LFS
195
Lutz Financial Services
Nebraska
$19.6M
USWIA
196
UP Strategic Wealth Investment Advisors
Pennsylvania
$19.6M
MFG
197
Merit Financial Group
Georgia
$19.5M
FLFS
198
Family Legacy Financial Solutions
North Carolina
$19.3M
SA
199
Sanctuary Advisors
Indiana
$19.2M
JCM
200
Jacobi Capital Management
Pennsylvania
$19.2M