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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
EFG
651
Elios Financial Group
Ohio
$1.38M
KIA
652
KCM Investment Advisors
California
$1.37M
CCFM
653
Clear Creek Financial Management
Washington
$1.37M
EA
654
Evolution Advisers
Virginia
$1.36M
MWM
655
Modern Wealth Management
Kansas
$1.35M
FAG
656
Fortitude Advisory Group
Washington
$1.35M
CPP
657
Capasso Planning Partners
South Carolina
$1.34M
EMC
658
Everest Management Corp
California
$1.33M
FPCP
659
Fort Point Capital Partners
California
$1.33M
VC
660
Veery Capital
Delaware
$1.32M
HCP
661
Hardin Capital Partners
South Carolina
$1.32M
VCWA
662
Vanguard Capital Wealth Advisors
Colorado
$1.32M
TYCC
663
Texas Yale Capital Corp
Florida
$1.32M
GRP
664
Global Retirement Partners
California
$1.32M
MA
665
MONECO Advisors
Connecticut
$1.31M
SIMG
666
Sonora Investment Management Group
Arizona
$1.31M
AMIM
667
Aull & Monroe Investment Management
Alabama
$1.3M
TPI
668
Trust Point Inc
Wisconsin
$1.28M
KWM
669
Kingsview Wealth Management
Oregon
$1.28M
AWM
670
Ariadne Wealth Management
California
$1.26M
AIMC
671
Alley Investment Management Company
Illinois
$1.25M
CAS
672
Coppell Advisory Solutions
Texas
$1.24M
CAL
673
Capital Analysts LLC
Pennsylvania
$1.24M
SAG
674
SageView Advisory Group
California
$1.24M
FWI
675
Facet Wealth Inc
Maryland
$1.23M