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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
FAIM
601
Financial Advocates Investment Management
Washington
$1.69M
AC
602
Avant Capital
Louisiana
$1.67M
TAM
603
Townsend Asset Management
North Carolina
$1.66M
VCM
604
Vision Capital Management
Oregon
$1.66M
WCM
605
Weaver Capital Management
Georgia
$1.66M
OSAM
606
O'Shaughnessy Asset Management
Connecticut
$1.66M
WIM
607
Warwick Investment Management
Texas
$1.65M
CFD
608
Creative Financial Designs
Indiana
$1.65M
ANTB
609
AMG National Trust Bank
Colorado
$1.65M
AWM
610
AE Wealth Management
Kansas
$1.65M
EAM
611
Evanson Asset Management
California
$1.64M
EWA
612
Emergent Wealth Advisors
New York
$1.62M
CAL
613
Capital Advisors Ltd
Ohio
$1.61M
HI
614
Human Investing
Oregon
$1.6M
IPWA
615
International Private Wealth Advisors
California
$1.59M
BH
616
Burk Holdings
Oklahoma
$1.59M
VWM
617
Vermillion Wealth Management
Minnesota
$1.58M
SWM
618
SeaCrest Wealth Management
New York
$1.57M
AUB
619
Atlantic Union Bankshares
Virginia
$1.55M
ICM
620
Intrepid Capital Management
Florida
$1.55M
CCG
621
Chatham Capital Group
Georgia
$1.55M
APG
622
Abacus Planning Group
South Carolina
$1.54M
IFS
623
Ifrah Financial Services
Arkansas
$1.53M
JJBC
624
James J. Burns & Company
New York
$1.53M
CTWM
625
Cherry Tree Wealth Management
Minnesota
$1.53M