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Schwab US Large- Cap ETF

1,378 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, 541 increasing their positions, 498 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,378
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
192
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
CAAM
51
Cornerstone Advisors Asset Management
Pennsylvania
$69.8M
CI
52
CacheTech Inc
Utah
$66.7M
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$65.7M
AWM
54
Adams Wealth Management
Utah
$64.6M
BSB
55
Bangor Savings Bank
Maine
$63.1M
JIP
56
Jaffetilchin Investment Partners
Florida
$62.5M
ACA
57
Aptus Capital Advisors
Alabama
$62.4M
BAAM
58
Baker Avenue Asset Management
California
$61.9M
GWANC
59
Guardian Wealth Advisors (North Carolina)
North Carolina
$60.8M
SC
60
Savant Capital
Illinois
$60.6M
NC
61
NewSquare Capital
Pennsylvania
$60.5M
Focus Partners Wealth
62
Focus Partners Wealth
Massachusetts
$60.4M
LWMT
63
Legacy Wealth Management (Tennessee)
Tennessee
$57.3M
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$57.2M
RWM
65
RKL Wealth Management
Pennsylvania
$57.1M
BFG
66
Berger Financial Group
Minnesota
$56.4M
RCM
67
Richardson Capital Management
Wisconsin
$55.8M
AWMG
68
Alliance Wealth Management Group
New Jersey
$55.7M
TCM
69
Towercrest Capital Management
Pennsylvania
$55.7M
FMP
70
Financial Management Professionals
Texas
$55.1M
Jones Financial Companies
71
Jones Financial Companies
Missouri
$54.7M
Raymond James Financial
72
Raymond James Financial
Florida
$51.3M
MSWM
73
McGlone Suttner Wealth Management
Wisconsin
$50.6M
HI
74
Harbour Investments
Wisconsin
$50.2M
PFA
75
Pure Financial Advisors
California
$49M