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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
PCWA
426
Pacific Capital Wealth Advisors
California
$3.76M
ZIM
427
Zacks Investment Management
Illinois
$3.76M
PCM
428
Poehling Capital Management
Wisconsin
$3.76M
SHJ
429
Sharkey, Howes & Javer
Colorado
$3.73M
ECM
430
Exchange Capital Management
Michigan
$3.71M
PAS
431
Park Avenue Securities
New York
$3.7M
JWM
432
JFG Wealth Management
Colorado
$3.69M
AWS
433
Atria Wealth Solutions
New York
$3.69M
DWM
434
Dakota Wealth Management
Florida
$3.67M
CFG
435
Chapman Financial Group
Hawaii
$3.65M
NGA
436
Naples Global Advisors
Florida
$3.64M
AMG
437
Advisors Management Group
Wisconsin
$3.61M
ES
438
ETF Store
Kansas
$3.61M
AWM
439
Axxcess Wealth Management
California
$3.55M
BFA
440
Beaumont Financial Advisors
Massachusetts
$3.53M
YIA
441
YHB Investment Advisors
Connecticut
$3.53M
MW
442
Maia Wealth
Colorado
$3.52M
SCM
443
Saxony Capital Management
Missouri
$3.5M
NA
444
Nottingham Advisors
New York
$3.49M
RWP
445
RWA Wealth Partners
Massachusetts
$3.47M
STA
446
Summit Trail Advisors
New York
$3.4M
EFP
447
Elser Financial Planning
Indiana
$3.36M
PAYA
448
Phil A. Younker & Associates
Alaska
$3.33M
SWP
449
Stratos Wealth Partners
Ohio
$3.33M
PAI
450
Pittenger & Anderson Inc
Nebraska
$3.33M