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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
WP
501
Westmount Partners
California
$2.57M
AV
502
Aspiring Ventures
Ohio
$2.56M
MAG
503
Mayfair Advisory Group
Alabama
$2.51M
BCM
504
Brookstone Capital Management
Illinois
$2.5M
PFC
505
Phocas Financial Corp
California
$2.49M
BFPW
506
BOK Financial Private Wealth
Colorado
$2.49M
AWA
507
Arkadios Wealth Advisors
Georgia
$2.49M
AF
508
Advisornet Financial
Minnesota
$2.47M
ZF
509
Zhang Financial
Michigan
$2.47M
WAM
510
Worth Asset Management
Texas
$2.47M
JFGLC
511
Johnson Financial Group LLC (Colorado)
Colorado
$2.46M
CWM
512
Cabot Wealth Management
Massachusetts
$2.46M
RAG
513
RIA Advisory Group
Iowa
$2.45M
TFS
514
Thoroughbred Financial Services
Tennessee
$2.45M
Renaissance Technologies
515
Renaissance Technologies
New York
$2.45M
CFGSD
516
Compass Financial Group (South Dakota)
South Dakota
$2.43M
CWM
517
CCG Wealth Management
California
$2.41M
Susquehanna International Group
518
Susquehanna International Group
Pennsylvania
$2.39M
HAP
519
Harbor Asset Planning
Massachusetts
$2.36M
WI
520
Wedgewood Investors
Pennsylvania
$2.36M
S
521
SignatureFD
Georgia
$2.35M
HIC
522
Holderness Investments Company
North Carolina
$2.34M
DSC
523
Duncker Streett & Co
Missouri
$2.32M
LTL
524
Lowery Thomas LLC
California
$2.31M
SEEDPG
525
S.E.E.D. Planning Group
New York
$2.3M