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Schwab US Large- Cap ETF

1,336 hedge funds and large institutions have $24.5B invested in Schwab US Large- Cap ETF in 2025 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 529 increasing their positions, 501 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% less funds holding

Funds holding: 1,3481,336 (-12)

3% less capital invested

Capital invested by funds: $25.2B → $24.5B (-$726M)

4% less funds holding in top 10

Funds holding in top 10: 203195 (-8)

Holders
1,336
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
195
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.18M
Puts
$117K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
51
HB Wealth Management
Georgia
$68.1M
IWC
52
Integrated Wealth Concepts
Massachusetts
$66.5M
MWP
53
Meridian Wealth Partners
Pennsylvania
$64.9M
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$61.5M
SA
55
Scarborough Advisors
Maryland
$61.2M
AWM
56
Adams Wealth Management
Utah
$59.7M
CI
57
CacheTech Inc
Utah
$59.7M
Focus Partners Wealth
58
Focus Partners Wealth
Massachusetts
$58.9M
CAAM
59
Cornerstone Advisors Asset Management
Pennsylvania
$58.1M
RWM
60
RKL Wealth Management
Pennsylvania
$56.7M
JIP
61
Jaffetilchin Investment Partners
Florida
$56.3M
SFA
62
Sequoia Financial Advisors
Ohio
$56M
SC
63
Savant Capital
Illinois
$55.6M
ACA
64
Aptus Capital Advisors
Alabama
$54.2M
BAAM
65
Baker Avenue Asset Management
California
$53.9M
GWANC
66
Guardian Wealth Advisors (North Carolina)
North Carolina
$52.6M
NC
67
NewSquare Capital
Pennsylvania
$52M
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$51.1M
LWMT
69
Legacy Wealth Management (Tennessee)
Tennessee
$51M
Raymond James Financial
70
Raymond James Financial
Florida
$50.3M
BFG
71
Berger Financial Group
Minnesota
$49.8M
AWMG
72
Alliance Wealth Management Group
New Jersey
$48.7M
TCM
73
Towercrest Capital Management
Pennsylvania
$48.7M
CL
74
Choreo LLC
Illinois
$48.3M
FMP
75
Financial Management Professionals
Texas
$47M