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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
BC
901
Brio Consultants
California
$494K
VWA
902
VSM Wealth Advisory
Maryland
$494K
GWM
903
GSB Wealth Management
Connecticut
$493K
MWA
904
Martel Wealth Advisors
Washington
$491K
EFL
905
ERn Financial LLC
Wisconsin
$490K
RA
906
RFG Advisory
Alabama
$488K
RLWM
907
RF&L Wealth Management
Massachusetts
$486K
CGFA
908
Colton Groome Financial Advisors
North Carolina
$485K
LWANC
909
Laurel Wealth Advisors (North Carolina)
North Carolina
$485K
CPW
910
Crestmont Private Wealth
Texas
$485K
SWA
911
Stratos Wealth Advisors
Ohio
$485K
TF
912
Trek Financial
Arizona
$483K
MCM
913
Morton Capital Management
California
$482K
GB
914
Goepper Burkhardt
South Carolina
$480K
LA
915
LexAurum Advisors
Kansas
$477K
RGF
916
Retirement Guys Formula
Ohio
$475K
CFG
917
Clayton Financial Group
Missouri
$474K
LWL
918
Leo Wealth LLC
Texas
$472K
WPW
919
Waldron Private Wealth
Pennsylvania
$472K
BTI
920
Blue Trust Inc
Georgia
$470K
ESB
921
Essex Savings Bank
Connecticut
$464K
AFA
922
Arlington Financial Advisors
California
$464K
NB
923
NBT Bank
New York
$461K
JLBC
924
J.L. Bainbridge & Co
Florida
$460K
GWM
925
GK Wealth Management
Nevada
$460K