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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
ECM
551
Elgethun Capital Management
South Dakota
$2.14M
RWMH
552
Riverpoint Wealth Management Holdings
Illinois
$2.14M
SQA
553
Simon Quick Advisors
New Jersey
$2.12M
AIS
554
American Investment Services
Massachusetts
$2.1M
DTC
555
Davidson Trust Company
Washington
$2.09M
LKBC
556
L.K. Benson & Company
Maryland
$2.08M
BBHC
557
Brown Brothers Harriman & Co
New York
$2.08M
EW
558
Evoke Wealth
California
$2.07M
SF
559
Seros Financial
Arizona
$2.07M
BOC
560
Bull Oak Capital
California
$2.07M
MFT
561
Moisand Fitzgerald Tamayo
Florida
$2.04M
SP
562
Successful Portfolios
Florida
$2.04M
CFG
563
Cooper Financial Group
California
$2.02M
BMCM
564
Bryn Mawr Capital Management
Pennsylvania
$2.01M
PWW
565
Pettyjohn Wood & White
Virginia
$2M
WC
566
Wynn Capital
Georgia
$1.98M
AOWM
567
Alpha Omega Wealth Management
Virginia
$1.96M
ISFAN
568
Investor's Fiduciary Advisor Network
Washington
$1.95M
PFA
569
Plotkin Financial Advisors
Maryland
$1.94M
MSWMA
570
Market Street Wealth Management Advisors
Indiana
$1.94M
LIA
571
LBMC Investment Advisors
Tennessee
$1.94M
PSCM
572
Per Stirling Capital Management
Texas
$1.94M
CSI
573
Cross Staff Investments
New York
$1.91M
PFWA
574
Paces Ferry Wealth Advisors
Georgia
$1.9M
BFG
575
Bouchey Financial Group
New York
$1.9M