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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
MFWP
476
Mosaic Family Wealth Partners
Missouri
$2.96M
GHA
477
GW Henssler & Associates
Georgia
$2.94M
KCM
478
Kathmere Capital Management
Pennsylvania
$2.93M
NCM
479
Next Capital Management
New York
$2.92M
CIR
480
Clear Investment Research
Georgia
$2.92M
CMBA
481
C.M. Bidwell & Associates
Hawaii
$2.9M
FCC
482
Flower City Capital
New York
$2.9M
TIAA Trust, National Association
483
TIAA Trust, National Association
North Carolina
$2.9M
NHC
484
Nicholas Hoffman & Company
Georgia
$2.87M
SFA
485
Seneca Financial Advisors
New York
$2.84M
PA
486
Pinnacle Associates
New York
$2.84M
AWM
487
Avior Wealth Management
Nebraska
$2.83M
HC
488
Hurley Capital
New York
$2.82M
VFA
489
Valeo Financial Advisors
Indiana
$2.8M
JCIA
490
Jackson Creek Investment Advisors
Colorado
$2.79M
WPC
491
Wedmont Private Capital
Pennsylvania
$2.79M
CA
492
Clearstead Advisors
Ohio
$2.73M
WP
493
WealthShield Partners
North Carolina
$2.73M
BF
494
Brucke Financial
Indiana
$2.72M
VFPW
495
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.71M
TIA
496
Traphagen Investment Advisors
New Jersey
$2.71M
SCM
497
Stordahl Capital Management
Colorado
$2.66M
JPLA
498
Joseph P. Lucia & Associates
New York
$2.62M
FRA
499
Front Row Advisors
California
$2.62M
LFG
500
Larson Financial Group
Missouri
$2.6M