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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
IA
201
IFP Advisors
Florida
$19.1M
SSWM
202
Sheets Smith Wealth Management
North Carolina
$19M
TIM
203
Tortoise Investment Management
New York
$19M
MWA
204
MFA Wealth Advisors
Pennsylvania
$18.9M
CCM
205
Coldstream Capital Management
Washington
$18.5M
LIM
206
Leavell Investment Management
Alabama
$18M
Rockefeller Capital Management
207
Rockefeller Capital Management
New York
$18M
WCM
208
Winthrop Capital Management
Indiana
$17.8M
RCIM
209
Red Cedar Investment Management
Michigan
$17.7M
FFN
210
Focus Financial Network
Minnesota
$17.3M
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$17.3M
LCM
212
Leisure Capital Management
California
$17.2M
SF
213
Summit Financial
New Jersey
$16.9M
SEM
214
Strategic Equity Management
Arizona
$16.6M
TLP
215
Trinity Legacy Partners
Texas
$16.4M
WMWM
216
Wilkins Miller Wealth Management
Alabama
$16.3M
RWA
217
Redhawk Wealth Advisors
Minnesota
$16.3M
Northern Trust
218
Northern Trust
Illinois
$16.1M
EH
219
Equitable Holdings
New York
$15.6M
LAM
220
L2 Asset Management
Massachusetts
$15.5M
BWP
221
BlueStem Wealth Partners
Minnesota
$15.4M
UBS AM
222
UBS AM
Illinois
$15.1M
SCP
223
Stevens Capital Partners
Nebraska
$15.1M
MWM
224
MinichMacGregor Wealth Management
New York
$14.8M
MBI
225
May Barnhard Investments
Maryland
$14.7M