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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
JWBC
801
John W. Brooker & Co
California
$747K
IPA
802
Investment Planning Advisors
Georgia
$746K
WP
803
WealthPLAN Partners
Nebraska
$744K
ATI
804
ARK & TLK Investments
Oklahoma
$744K
FBB
805
Fulton Breakefield Broenniman
Maryland
$742K
NWMG
806
National Wealth Management Group
Ohio
$738K
SOS
807
Silver Oak Securities
Tennessee
$736K
SPP
808
Single Point Partners
Massachusetts
$730K
BFC
809
Bedel Financial Consulting
Indiana
$728K
TA
810
TrueWealth Advisors
Alabama
$727K
FMWA
811
Forvis Mazars Wealth Advisors
Missouri
$725K
WFA
812
WestHill Financial Advisors
California
$720K
APP
813
Avantax Planning Partners
Iowa
$716K
TWM
814
Tanglewood Wealth Management
Texas
$715K
DIA
815
Dana Investment Advisors
Wisconsin
$714K
IIC
816
Ironwood Investment Counsel
Arizona
$712K
MOS
817
MGO One Seven
Ohio
$705K
OC
818
Oarsman Capital
Wisconsin
$705K
LRPA
819
L. Roy Papp & Associates
Arizona
$702K
JIC
820
Joel Isaacson & Co
New York
$701K
TC
821
TFR Capital
Texas
$699K
MAV
822
Mason & Associates (Virginia)
Virginia
$696K
RIS
823
Retirement Income Solutions
Michigan
$695K
GI
824
GS Investments
Minnesota
$695K
FWMP
825
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$692K