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Schwab US Large- Cap ETF

1,378 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, 541 increasing their positions, 498 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,378
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
192
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
KBFS
26
Kohmann Bosshard Financial Services
Ohio
$155M
AA
27
Apriem Advisors
California
$152M
BWA
28
BlueSky Wealth Advisors
North Carolina
$150M
Corient Private Wealth
29
Corient Private Wealth
Florida
$148M
BPA
30
Beacon Pointe Advisors
California
$148M
WANY
31
Wealthspire Advisors (New York)
New York
$143M
Morgan Stanley
32
Morgan Stanley
New York
$137M
JIC
33
Johnson Investment Counsel
Ohio
$119M
GG
34
Greenwood Gearhart
Arkansas
$118M
NQWM
35
Northwest Quadrant Wealth Management
Oregon
$117M
OWM
36
Orgel Wealth Management
Wisconsin
$116M
FC
37
Financial Consulate
Maryland
$115M
EWM
38
Evermay Wealth Management
Virginia
$111M
SCM
39
Steele Capital Management
Iowa
$96.3M
CST
40
Charles Schwab Trust
Nevada
$95.2M
CRC
41
Curi RMB Capital
Illinois
$89.9M
FIG
42
FSA Investment Group
Florida
$89.6M
Ameriprise
43
Ameriprise
Minnesota
$81.2M
SIM
44
Sims Investment Management
Ohio
$80.2M
SAM
45
Standpoint Asset Management
Arizona
$79.2M
EWA
46
EP Wealth Advisors
California
$76.8M
IWC
47
Integrated Wealth Concepts
Massachusetts
$75.9M
CAM
48
Cresset Asset Management
Illinois
$74.5M
HWM
49
HB Wealth Management
Georgia
$73.3M
MWP
50
Meridian Wealth Partners
Pennsylvania
$72.1M