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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
FFA
876
Fragasso Financial Advisors
Pennsylvania
$557K
PK
877
Pflug Koory
Nebraska
$554K
FMN
878
Financial Management Network
California
$551K
PWA
879
Physician Wealth Advisors
Utah
$549K
CPA
880
Compass Planning Associates
Massachusetts
$548K
TWP
881
Triad Wealth Partners
Kansas
$546K
BWM
882
Boyd Wealth Management
California
$545K
HFS
883
Heritage Financial Services
Massachusetts
$544K
PA
884
Parkside Advisors
California
$543K
GFA
885
Gallagher Fiduciary Advisors
Illinois
$534K
GCP
886
Gill Capital Partners
Colorado
$532K
KWA
887
Kingswood Wealth Advisors
California
$531K
AP
888
Aspect Partners
Virginia
$528K
C
889
Certuity
Florida
$522K
FCB
890
First County Bank
Connecticut
$522K
NFTC
891
North Forty Two & Co
Oregon
$522K
FG
892
Fairman Group
Pennsylvania
$518K
LC
893
LCNB Corp
Ohio
$516K
NL
894
NWAM LLC
Washington
$516K
ABC
895
Associated Banc-Corp
Wisconsin
$514K
MP
896
McDonald Partners
Ohio
$512K
DF
897
DecisionPoint Financial
Arizona
$511K
AAP
898
Arax Advisory Partners
Colorado
$510K
RWM
899
Rockwood Wealth Management
Pennsylvania
$508K
MWA
900
Motive Wealth Advisors
Michigan
$505K