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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
WCM
701
Wealthcare Capital Management
Virginia
$1.12M
LIM
702
Lathrop Investment Management
Arkansas
$1.11M
Vanguard Group
703
Vanguard Group
Pennsylvania
$1.11M
MFF
704
Michels Family Financial
Texas
$1.1M
SL
705
Sentinus LLC
Illinois
$1.1M
APW
706
Aurora Private Wealth
New Jersey
$1.1M
LWMI
707
Landmark Wealth Management (Illinois)
Illinois
$1.1M
SC
708
Schoolcraft Capital
Colorado
$1.09M
HWA
709
HHM Wealth Advisors
Tennessee
$1.09M
CAG
710
Compass Advisory Group
New York
$1.09M
FCM
711
Firestone Capital Management
Florida
$1.09M
OP
712
ORG Partners
Indiana
$1.08M
EFS
713
Econ Financial Services
Pennsylvania
$1.07M
SA
714
Stewardship Advisors
Pennsylvania
$1.06M
KWA
715
Kondo Wealth Advisors
California
$1.06M
AG
716
Ascent Group
Virginia
$1.06M
RDFA
717
Ritter Daniher Financial Advisory
Ohio
$1.06M
SNPAM
718
St. Nicholas Private Asset Management
Florida
$1.06M
FWCM
719
Ferguson Wellman Capital Management
Oregon
$1.06M
QCM
720
QRG Capital Management
Illinois
$1.06M
VBFG
721
Vishria Bird Financial Group
Tennessee
$1.04M
MCWS
722
McKinley Carter Wealth Services
West Virginia
$1.04M
TCM
723
Twele Capital Management
Minnesota
$1.03M
RPGK
724
Retirement Planning Group (Kansas)
Kansas
$1.03M
AFG
725
Atomi Financial Group
New York
$1.02M