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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
MCM
526
Mitchell Capital Management
Kansas
$2.29M
CIA
527
Capital Investment Advisors
Georgia
$2.29M
LA
528
Lifeworks Advisors
Michigan
$2.29M
VIA
529
Victrix Investment Advisors
Florida
$2.28M
FWP
530
FAS Wealth Partners
Kansas
$2.27M
CFO
531
Callan Family Office
Pennsylvania
$2.27M
BRWA
532
B. Riley Wealth Advisors
Florida
$2.27M
EFG
533
Everhart Financial Group
Ohio
$2.27M
RC
534
Rovin Capital
Arizona
$2.26M
OC
535
Oppenheimer & Co
New York
$2.26M
PS
536
Principal Securities
Iowa
$2.24M
SWM
537
Stockman Wealth Management
Montana
$2.24M
BlackRock
538
BlackRock
New York
$2.23M
VCM
539
Virtue Capital Management
Tennessee
$2.23M
PFT
540
Providence First Trust
Arizona
$2.23M
RF
541
RHS Financial
California
$2.22M
VP
542
Verum Partners
North Carolina
$2.22M
RWM
543
Rialto Wealth Management
New York
$2.22M
CA
544
Capital Advantage
California
$2.19M
WTC
545
WhitTier Trust Company
Nevada
$2.18M
OF
546
Outfitter Financial
Maine
$2.17M
RZH
547
Relyea Zuckerberg Hanson
Connecticut
$2.16M
PCM
548
Parsons Capital Management
Rhode Island
$2.16M
SAF
549
Smith Anglin Financial
Texas
$2.15M
CPA
550
Clear Point Advisors
New York
$2.15M