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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
Neuberger Berman Group
826
Neuberger Berman Group
New York
$685K
WJWM
827
Williams Jones Wealth Management
New York
$683K
SMC
828
Smith, Moore & Co
Missouri
$680K
EWA
829
EverSource Wealth Advisors
Alabama
$679K
FA
830
Fiduciary Alliance
South Carolina
$674K
TC
831
TownSquare Capital
Utah
$669K
CW
832
CreativeOne Wealth
Kansas
$668K
CA
833
Claro Advisors
Massachusetts
$664K
NEPWA
834
New England Private Wealth Advisors
Massachusetts
$663K
AAG
835
Armstrong Advisory Group
Massachusetts
$657K
SPIA
836
Steward Partners Investment Advisory
New York
$657K
FFS
837
Founders Financial Securities
Maryland
$656K
BIAS
838
Beacon Investment Advisory Services
New Jersey
$652K
EP
839
Edgestream Partners
New Jersey
$652K
BHWM
840
Beaird Harris Wealth Management
Texas
$651K
CWM
841
Connecticut Wealth Management
Connecticut
$644K
Fisher Asset Management
842
Fisher Asset Management
Washington
$642K
BWM
843
BlackDiamond Wealth Management
New York
$640K
RCAG
844
Rehmann Capital Advisory Group
Michigan
$639K
GA
845
Goldstein Advisors
Wisconsin
$637K
HIM
846
Harbour Investment Management
Washington
$636K
First Trust Advisors
847
First Trust Advisors
Illinois
$633K
VBFP
848
Valtinson Bruner Financial Planning
Minnesota
$633K
HIC
849
Hartline Investment Corp
Illinois
$632K
EFA
850
Evernest Financial Advisors
Indiana
$630K