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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
MIP
751
Marietta Investment Partners
Wisconsin
$919K
PWM
752
Praetorian Wealth Management
California
$906K
AIA
753
Alternative Investment Advisors
Florida
$901K
CIC
754
Carnegie Investment Counsel
Ohio
$896K
CW
755
Curio Wealth
Maryland
$893K
FA
756
FF Advisors
California
$885K
VFG
757
Victory Financial Group
Texas
$882K
SSWM
758
Smith Salley Wealth Management
North Carolina
$882K
SWA
759
Serenus Wealth Advisors
California
$877K
CFP
760
Catalyst Financial Partners
Massachusetts
$875K
OFG
761
Oxford Financial Group
Indiana
$872K
CA
762
Continuum Advisory
Idaho
$869K
SAM
763
Summit Asset Management
Tennessee
$867K
BA
764
Bridgewater Advisors
New York
$863K
HIG
765
Heritage Investment Group
Florida
$862K
CIA
766
Covington Investment Advisors
Pennsylvania
$858K
Baird Financial Group
767
Baird Financial Group
Wisconsin
$857K
KWS
768
Keystone Wealth Services
California
$854K
IAA
769
Independent Advisor Alliance
North Carolina
$853K
XF
770
XML Financial
Maryland
$849K
AWM
771
Accurate Wealth Management
Florida
$847K
TWA
772
Trellis Wealth Advisors
California
$834K
MCM
773
Mainstay Capital Management
Michigan
$831K
HGWM
774
Horst & Graben Wealth Management
Oregon
$827K
LF
775
LifePlan Financial
Minnesota
$827K