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Schwab US Large- Cap ETF

1,380 hedge funds and large institutions have $26.6B invested in Schwab US Large- Cap ETF in 2025 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 542 increasing their positions, 498 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,380
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
192
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.67M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
226
Brass Tax Wealth Management
Ohio
$12.7M
EF
227
Envision Financial
Wisconsin
$12.7M
FLPIM
228
F.L. Putnam Investment Management
Massachusetts
$12.6M
KW
229
Keyvantage Wealth
Pennsylvania
$12.5M
SFPM
230
Sensible Financial Planning & Management
Massachusetts
$12.4M
GC
231
Grimes & Company
Massachusetts
$12.4M
CCA
232
Cobblestone Capital Advisors
New York
$12.4M
EA
233
Enclave Advisors
Texas
$12.3M
ACG
234
Allen Capital Group
Nebraska
$12.2M
CFO
235
CVA Family Office
Colorado
$12.1M
WA
236
Waverly Advisors
Alabama
$12M
NSAM
237
North Star Asset Management
Wisconsin
$11.9M
SF
238
Summit Financial
New Jersey
$11.6M
EH
239
Equitable Holdings
New York
$11.6M
GCM
240
G2 Capital Management
Ohio
$11.5M
MFG
241
Merit Financial Group
Georgia
$11.4M
SCM
242
SCS Capital Management
Massachusetts
$11.4M
NA
243
NewEdge Advisors
Louisiana
$11.3M
CIA
244
Concurrent Investment Advisors
Florida
$11.2M
FFA
245
Farther Finance Advisors
California
$11.2M
AMM
246
American Money Management
California
$11.1M
MFA
247
Morling Financial Advisors
California
$11M
CHA
248
Cooper/Haims Advisors
New York
$11M
FF
249
Farrell Financial
New York
$10.8M
SFWC
250
Strategic Family Wealth Counselors
New Jersey
$10.6M