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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
SC
851
Slow Capital
California
$627K
GC
852
Gibson Capital
Pennsylvania
$626K
RIM
853
Rockbridge Investment Management
New York
$625K
CIA
854
Cape Investment Advisory
Georgia
$621K
AWA
855
Aaron Wealth Advisors
Illinois
$618K
PPW
856
Pasadena Private Wealth
California
$618K
VPP
857
Vertex Planning Partners
Illinois
$612K
GIA
858
GHP Investment Advisors
Colorado
$607K
WA
859
Whipplewood Advisors
Colorado
$606K
CAM
860
Clark Asset Management
New Hampshire
$601K
MCCP
861
Mission Creek Capital Partners
California
$600K
LWMNY
862
Landmark Wealth Management (New York)
New York
$595K
WN
863
Williams & Novak
California
$593K
OCM
864
One Capital Management
California
$591K
CP
865
Capital Planning
Washington
$588K
AIM
866
Acropolis Investment Management
Missouri
$586K
MIM
867
Moseley Investment Management
Florida
$585K
RFA
868
Resurgent Financial Advisors
Georgia
$581K
CGL
869
Clarius Group LLC
Washington
$580K
PAW
870
Plan A Wealth
Nebraska
$573K
RFP
871
Root Financial Partners
California
$571K
First Manhattan
872
First Manhattan
New York
$565K
PI
873
PFG Investments
New York
$559K
TBC
874
Ted Buchan & Co
California
$559K
G
875
Gainplan
Michigan
$558K