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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
US Bancorp
1
US Bancorp
Minnesota
$5.41B -$122M -4,565,004 -2%
Creative Planning
2
Creative Planning
Kansas
$2.26B +$82.2M +3,078,140 +4%
MGIA
3
Moneta Group Investment Advisors
Missouri
$964M +$28.1M +1,051,978 +3%
HSA
4
HBK Sorce Advisory
Pennsylvania
$939M +$11.7M +437,374 +1%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$834M +$41.3M +1,546,669 +5%
SEI Investments
6
SEI Investments
Pennsylvania
$834M -$11.2M -420,356 -1%
SFG
7
Sage Financial Group
Pennsylvania
$641M -$31.3M -1,173,166 -5%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$525M +$27.8M +1,039,540 +6%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$522M -$8.93M -334,247 -2%
Cerity Partners
10
Cerity Partners
New York
$511M +$3.38M +126,434 +0.7%
Betterment LLC
11
Betterment LLC
New York
$488M +$1.72M +64,308 +0.4%
DE
12
Diversified Enterprises
Delaware
$456M +$12.8M +480,959 +3%
HighTower Advisors
13
HighTower Advisors
Illinois
$381M -$1.56M -58,313 -0.4%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$334M +$26.3M +983,108 +9%
Corient Private Wealth
15
Corient Private Wealth
Florida
$299M +$150M +5,607,107 +102%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$283M +$990K +37,076 +0.4%
Mariner
17
Mariner
Kansas
$275M +$17.4M +651,340 +7%
NB
18
Norinchukin Bank
Japan
$274M +$272M +10,180,000 New
PCIA
19
Prime Capital Investment Advisors
Kansas
$269M -$4.73M -177,187 -2%
KOC
20
Koss-Olinger Consulting
Florida
$269M +$15.6M +584,429 +6%
ML
21
McAdam LLC
Pennsylvania
$267M +$8.08M +302,734 +3%
FEG
22
Fund Evaluation Group
Ohio
$255M +$62.1M +2,325,216 +32%
Bank of America
23
Bank of America
North Carolina
$243M -$4.87M -182,255 -2%
JFG
24
JMG Financial Group
Illinois
$227M -$9.03M -338,104 -4%
LPL Financial
25
LPL Financial
California
$207M -$14M -522,670 -6%