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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
AA
576
Alesco Advisors
New York
$1.88M
AFA
577
American Financial Advisors
Georgia
$1.88M
AIM
578
Aspen Investment Management
Michigan
$1.86M
CMAI
579
Capital Management Associates Inc
Minnesota
$1.86M
SCM
580
Sebold Capital Management
Illinois
$1.84M
PCM
581
Pennsylvania Capital Management
Pennsylvania
$1.84M
GC
582
Garde Capital
Washington
$1.84M
HT
583
Heritage Trust
Oklahoma
$1.83M
GVAG
584
Great Valley Advisor Group
Delaware
$1.81M
PFA
585
Pinnacle Family Advisors
Missouri
$1.8M
NCM
586
Novare Capital Management
North Carolina
$1.8M
AG
587
AlTi Global
New York
$1.79M
JWA
588
JFS Wealth Advisors
Pennsylvania
$1.78M
CIC
589
Cutler Investment Counsel
Oregon
$1.76M
FNBT
590
FineMark National Bank & Trust
Florida
$1.76M
WAG
591
Wiser Advisor Group
Arizona
$1.75M
MSG
592
Main Street Group
Virginia
$1.75M
CIA
593
Compass Ion Advisors
Pennsylvania
$1.73M
SWA
594
Sax Wealth Advisors
New Jersey
$1.72M
FCH
595
Freestone Capital Holdings
Washington
$1.71M
FG
596
Foster Group
Iowa
$1.71M
FTS
597
Fifth Third Securities
Ohio
$1.7M
WI
598
Westbourne Investments
Virginia
$1.7M
MS
599
Madden Securities
Texas
$1.7M
OFS
600
Oldfather Financial Services
Nebraska
$1.69M