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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
FFM
951
Forum Financial Management
Illinois
$433K
AIA
952
Armor Investment Advisors
North Carolina
$432K
CFA
953
Capstone Financial Advisors
Illinois
$429K
AIM
954
AHL Investment Management
Florida
$426K
PAM
955
Peak Asset Management
Colorado
$426K
RCA
956
Riverview Capital Advisers
Massachusetts
$425K
STFP
957
Signal Tree Financial Partners
Ohio
$424K
WA
958
WPG Advisers
Maryland
$423K
CF
959
Centaurus Financial
California
$422K
GFG
960
Grantvest Financial Group
New Jersey
$422K
EAM
961
Empirical Asset Management
Massachusetts
$421K
OWP
962
Obermeyer Wealth Partners
Colorado
$420K
PIM
963
Penobscot Investment Management
Massachusetts
$418K
DADC
964
D.A. Davidson & Co
Montana
$417K
FPW
965
Flagship Private Wealth
Massachusetts
$416K
NA
966
Nautilus Advisors
California
$414K
LI
967
Lafayette Investments
Maryland
$414K
HI
968
Hudock Inc
Pennsylvania
$413K
TFA
969
Tobias Financial Advisors
Florida
$413K
SCM
970
Spreng Capital Management
Ohio
$412K
NFC
971
Northeast Financial Consultants
Connecticut
$411K
SWM
972
Shakespeare Wealth Management
Wisconsin
$408K
RW
973
Regimen Wealth
Georgia
$408K
AIA
974
Aventus Investment Advisors
Florida
$407K
Qube Research & Technologies (QRT)
975
Qube Research & Technologies (QRT)
United Kingdom
$405K