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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
JCM
201
Jacobi Capital Management
Pennsylvania
$19.2M -$20.7K -774 -0.1%
IA
202
IFP Advisors
Florida
$19.1M +$3.24M +121,175 +21%
SSWM
203
Sheets Smith Wealth Management
North Carolina
$19M +$1.03M +38,456 +6%
TIM
204
Tortoise Investment Management
New York
$19M -$998K -37,363 -5%
MWA
205
MFA Wealth Advisors
Pennsylvania
$18.9M +$768K +28,743 +4%
CCM
206
Coldstream Capital Management
Washington
$18.5M -$767K -28,709 -4%
LIM
207
Leavell Investment Management
Alabama
$18M -$539K -20,185 -3%
Rockefeller Capital Management
208
Rockefeller Capital Management
New York
$18M +$218K +8,163 +1%
WCM
209
Winthrop Capital Management
Indiana
$17.8M +$255K +9,559 +1%
RCIM
210
Red Cedar Investment Management
Michigan
$17.7M
FFN
211
Focus Financial Network
Minnesota
$17.3M -$696K -26,073 -4%
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$17.3M -$1.18M -44,230 -6%
LCM
213
Leisure Capital Management
California
$17.2M -$68K -2,548 -0.4%
SF
214
Summit Financial
New Jersey
$16.9M +$2.74M +102,697 +20%
SEM
215
Strategic Equity Management
Arizona
$16.6M -$2.25M -84,071 -12%
TLP
216
Trinity Legacy Partners
Texas
$16.4M +$66.8K +2,503 +0.4%
WMWM
217
Wilkins Miller Wealth Management
Alabama
$16.3M -$105K -3,927 -0.6%
RWA
218
Redhawk Wealth Advisors
Minnesota
$16.3M +$2.45M +91,556 +18%
Northern Trust
219
Northern Trust
Illinois
$16.1M -$9.27M -347,004 -37%
EH
220
Equitable Holdings
New York
$15.6M +$403K +15,107 +3%
LAM
221
L2 Asset Management
Massachusetts
$15.5M +$4.96M +185,882 +47%
BWP
222
BlueStem Wealth Partners
Minnesota
$15.4M +$15.3M +571,076 New
UBS AM
223
UBS AM
Illinois
$15.1M +$15M +562,212 New
SCP
224
Stevens Capital Partners
Nebraska
$15.1M +$4.34M +162,459 +41%
MWM
225
MinichMacGregor Wealth Management
New York
$14.8M +$399K +14,957 +3%