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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
OFG
726
Orcam Financial Group
California
$1.02M
JCM
727
Jacobsen Capital Management
Utah
$1.01M
LEFP
728
Leading Edge Financial Planning
Tennessee
$1.01M
CPA
729
Capital Performance Advisors
California
$1.01M
LKIM
730
Lawson Kroeker Investment Management
Nebraska
$1.01M
NFW
731
Noble Family Wealth
Florida
$1,000K
CCWM
732
Cassaday & Co Wealth Management
Virginia
$997K
RSWA
733
Robinson Smith Wealth Advisors
Maine
$997K
AAS
734
Ameritas Advisory Services
Nebraska
$990K
FPAS
735
Focus Partners Advisor Solutions
Missouri
$984K
OWCM
736
One Wealth Capital Management
Arizona
$980K
SG
737
StoneX Group
New York
$978K
BWA
738
Beam Wealth Advisors
Louisiana
$972K
PEA
739
Park Edge Advisors
Ohio
$971K
PCM
740
Park Capital Management
Wisconsin
$970K
FTC
741
Farmers Trust Company
Ohio
$963K
KPWS
742
Kestra Private Wealth Services
Texas
$960K
CWA
743
Cura Wealth Advisors
Illinois
$947K
CCC
744
Compass Capital Corp
Massachusetts
$943K
CA
745
Cambridge Advisors
Nebraska
$936K
WFS
746
Walker Financial Services
Kentucky
$934K
EK
747
Evensky & Katz
Florida
$933K
MCP
748
Mirador Capital Partners
California
$933K
Franklin Resources
749
Franklin Resources
California
$928K
VVP
750
Venture Visionary Partners
Ohio
$924K