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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
Members Trust
926
Members Trust
Florida
$459K
CCA
927
Cadent Capital Advisors
Oklahoma
$458K
AIA
928
AssuredPartners Investment Advisors
Florida
$457K
MIC
929
Means Investment Company
Maine
$455K
WCM
930
Weik Capital Management
Pennsylvania
$453K
MWM
931
MBE Wealth Management
Wisconsin
$450K
PP
932
Patten & Patten
Tennessee
$450K
BW
933
Basepoint Wealth
Iowa
$449K
RRA
934
Round Rock Advisors
Connecticut
$449K
DP
935
DDD Partners
Washington
$448K
VA
936
Vident Advisory
Georgia
$446K
AL
937
ACAS LLC
California
$446K
PB
938
Pinnacle Bancorp
Nebraska
$444K
BRIA
939
Balanced Rock Investment Advisors
Massachusetts
$443K
SAW
940
Signal Advisors Wealth
Michigan
$443K
HNB
941
Huntington National Bank
Ohio
$442K
GAM
942
GEM Asset Management
Michigan
$442K
CCP
943
Carmel Capital Partners
California
$440K
PTB
944
Pioneer Trust Bank
Oregon
$440K
PFA
945
Pathway Financial Advisors
Vermont
$436K
TA
946
TPG Advisors
Illinois
$436K
JFG
947
JDM Financial Group
Texas
$435K
BAM
948
Bellevue Asset Management
Washington
$435K
GLA
949
Good Life Advisors
Pennsylvania
$434K
GWA
950
Geometric Wealth Advisors
District of Columbia
$434K