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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
Russell Investments Group
626
Russell Investments Group
United Kingdom
$1.52M
CI
627
CX Institutional
Indiana
$1.52M
IF
628
Ironwood Financial
Arizona
$1.51M
FM
629
Family Management
New York
$1.51M
Citadel Advisors
630
Citadel Advisors
Florida
$1.5M
Brown Advisory
631
Brown Advisory
Maryland
$1.49M
CA
632
CGN Advisors
Kansas
$1.49M
CA
633
CWC Advisors
Oregon
$1.49M
BIM
634
Breakwater Investment Management
Washington
$1.47M
JFG
635
Jefferies Financial Group
New York
$1.47M
HWA
636
Heartwood Wealth Advisors
Virginia
$1.46M
IA
637
IFG Advisory
Georgia
$1.45M
BIG
638
Brooklyn Investment Group
New York
$1.45M
BPWM
639
Badgley Phelps Wealth Managers
Washington
$1.45M
PCM
640
Passive Capital Management
Maryland
$1.45M
GG
641
GenWealth Group
New Jersey
$1.44M
TW
642
TritonPoint Wealth
Maryland
$1.43M
GIM
643
Glenmede Investment Management
Pennsylvania
$1.43M
TFP
644
Tilia Fiduciary Partners
North Carolina
$1.43M
PWPS
645
Pinnacle Wealth Planning Services
Ohio
$1.42M
SSW
646
Stone Summit Wealth
Florida
$1.41M
DWM
647
David Wealth Management
Virginia
$1.41M
Empower Advisory Group
648
Empower Advisory Group
Colorado
$1.41M
P
649
&Partners
Tennessee
$1.39M
CAM
650
Carret Asset Management
New York
$1.39M