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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
RMC
376
Ring Mountain Capital
California
$4.88M
TWM
377
Thrive Wealth Management
Pennsylvania
$4.88M
Kovitz Investment Group Partners
378
Kovitz Investment Group Partners
Illinois
$4.86M
MCM
379
Mengis Capital Management
Oregon
$4.82M
PFM
380
Peak Financial Management
Massachusetts
$4.81M
DP
381
Denver PWM
Colorado
$4.75M
CFGA
382
Cambridge Financial Group (Arizona)
Arizona
$4.7M
KAS
383
Kestra Advisory Services
Texas
$4.69M
IWMA
384
Ironwood Wealth Management (Arizona)
Arizona
$4.68M
AAS
385
Avantax Advisory Services
Texas
$4.62M
VAMG
386
Voisard Asset Management Group
Michigan
$4.62M
PWM
387
Paulson Wealth Management
Illinois
$4.59M
MWA
388
Muirfield Wealth Advisors
North Carolina
$4.59M
Financial Engines Advisors
389
Financial Engines Advisors
California
$4.59M
CW
390
Code Waechter
Florida
$4.57M
CG
391
Cynosure Group
Utah
$4.57M
WAG
392
Winthrop Advisory Group
Massachusetts
$4.56M
CA
393
Calton & Associates
Florida
$4.55M
HKIMG
394
Hutchens & Kramer Investment Management Group
Indiana
$4.53M
TC
395
Tenret Company
Florida
$4.53M
WC
396
Waterloo Capital
Texas
$4.53M
CP
397
Creekside Partners
California
$4.52M
TPCW
398
TD Private Client Wealth
New York
$4.49M
MTIC
399
Missouri Trust & Investment Company
Missouri
$4.47M
APSI
400
Asset Planning Services Inc
Louisiana
$4.46M