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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
SPI
351
Santori & Peters Inc
Pennsylvania
$5.75M
GPFA
352
Game Plan Financial Advisors
Ohio
$5.71M
VCAM
353
Van Cleef Asset Management
Ohio
$5.64M
AL
354
Aspiriant LLC
California
$5.63M
William Blair & Company
355
William Blair & Company
Illinois
$5.63M
OFG
356
Omega Financial Group
California
$5.61M
USWG
357
U.S. Wealth Group
New York
$5.48M
SNWA
358
Siligmueller & Norvid Wealth Advisors
Illinois
$5.47M
AFP
359
Ausdal Financial Partners
Iowa
$5.47M
FA
360
Financial Advisors
Massachusetts
$5.42M
BJL
361
Brighton Jones LLC
Washington
$5.38M
VPIM
362
Vanguard Personalized Indexing Management
California
$5.38M
B
363
Bailard
California
$5.34M
SG
364
Somerset Group
Minnesota
$5.28M
BIA
365
Bigelow Investment Advisors
Maine
$5.26M
ECML
366
Eagle Capital Management (Louisiana)
Louisiana
$5.21M
SIC
367
Sigma Investment Counselors
Michigan
$5.19M
IP
368
Ignite Planners
California
$5.16M
Lido Advisors
369
Lido Advisors
California
$5.12M
CWA
370
Carolina Wealth Advisors
South Carolina
$5.04M
VA
371
Valmark Advisers
Ohio
$5.04M
Citigroup
372
Citigroup
New York
$5.02M
BI
373
Berkeley Inc
Idaho
$4.99M
Bank of Montreal
374
Bank of Montreal
Ontario, Canada
$4.94M
CWA
375
Clearview Wealth Advisors
Oregon
$4.94M