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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
MT
451
Midwest Trust
Kansas
$3.32M
CB
452
Commerce Bank
Missouri
$3.3M
ACM
453
Armbruster Capital Management
New York
$3.3M
CCM
454
Condor Capital Management
New Jersey
$3.29M
HWMG
455
Hurlow Wealth Management Group
Indiana
$3.29M
PL
456
Plancorp LLC
Missouri
$3.25M
1WM
457
1900 Wealth Management
Texas
$3.25M
CIBC Private Wealth Group
458
CIBC Private Wealth Group
Georgia
$3.22M
TWG
459
The Wealth Group
Minnesota
$3.21M
PIA
460
Pinion Investment Advisors
Kansas
$3.2M
VWA
461
VERITY Wealth Advisors
United States
$3.19M
FA
462
Fagan Associates
New York
$3.19M
BFM
463
Broadview Financial Management
Wisconsin
$3.19M
CAI
464
Capital Advisors Inc
Oklahoma
$3.16M
PIP
465
Peachtree Investment Partners
Florida
$3.15M
SFS
466
Sowell Financial Services
Arkansas
$3.14M
MAMG
467
Milestone Asset Management Group
Connecticut
$3.13M
RC
468
Roundview Capital
New Jersey
$3.13M
Lazard Asset Management
469
Lazard Asset Management
New York
$3.1M
GGI
470
Godsey & Gibb Inc
Virginia
$3.1M
PWM
471
Penobscot Wealth Management
Maine
$3.09M
CCWA
472
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.01M
GS
473
GTS Securities
New York
$2.99M
Janney Montgomery Scott
474
Janney Montgomery Scott
Pennsylvania
$2.99M
WWM
475
Western Wealth Management
Colorado
$2.98M