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Schwab US Large- Cap ETF

1,386 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 131 funds opening new positions, 546 increasing their positions, 499 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,386
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
193
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
CFMC
326
Curbstone Financial Management Corp
New Hampshire
$6.66M
RTL
327
Red Tortoise LLC
Georgia
$6.64M
VI
328
VanderPol Investments
Michigan
$6.61M
ATWA
329
Arbor Trust Wealth Advisors
Michigan
$6.53M
TSWM
330
Triangle Securities Wealth Management
North Carolina
$6.45M
PFM
331
Phillips Financial Management
Indiana
$6.34M
LFGO
332
Legacy Financial Group (Oklahoma)
Oklahoma
$6.3M
LAM
333
L2 Asset Management
Massachusetts
$6.3M
PA
334
Parallel Advisors
California
$6.16M
KFC
335
Klingenstein Fields & Co
New York
$6.12M
WIM
336
WealthPlan Investment Management
Nebraska
$6.11M
SMA
337
Sage Mountain Advisors
Georgia
$6.11M
IC
338
IEQ Capital
California
$6.06M
TWP
339
Tempus Wealth Planning
California
$6.04M
CWA
340
Cornerstone Wealth Advisors
Minnesota
$6.04M
SPA
341
Sentinel Pension Advisors
Massachusetts
$6.01M
MA
342
Mutual Advisors
Nebraska
$5.99M
MF
343
Montis Financial
Massachusetts
$5.97M
TNA
344
True North Advisors
Texas
$5.93M
SEIA
345
Signature Estate & Investment Advisors
California
$5.87M
VST
346
Van Strum & Towne
California
$5.86M
Bank of New York Mellon
347
Bank of New York Mellon
New York
$5.81M
B
348
Birchbrook
Maine
$5.8M
KF
349
Krilogy Financial
Missouri
$5.8M
Two Sigma Investments
350
Two Sigma Investments
New York
$5.76M