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Schwab US Large- Cap ETF

1,336 hedge funds and large institutions have $24.5B invested in Schwab US Large- Cap ETF in 2025 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 529 increasing their positions, 501 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% less funds holding

Funds holding: 1,3481,336 (-12)

3% less capital invested

Capital invested by funds: $25.2B → $24.5B (-$726M)

4% less funds holding in top 10

Funds holding in top 10: 203195 (-8)

Holders
1,336
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
195
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.18M
Puts
$117K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BMM
76
Buffington Mohr McNeal
Idaho
$46.5M
HI
77
Harbour Investments
Wisconsin
$45.4M
RCM
78
Richardson Capital Management
Wisconsin
$45.3M
UCFA
79
United Capital Financial Advisors
Texas
$45.3M
MSWM
80
McGlone Suttner Wealth Management
Wisconsin
$44.6M
PFA
81
Pure Financial Advisors
California
$44.3M
Wells Fargo
82
Wells Fargo
California
$42.4M
AP
83
Appleton Partners
Massachusetts
$41.9M
EFG
84
Embree Financial Group
Illinois
$40M
IAS
85
IMA Advisory Services
Colorado
$39.9M
CMP
86
Courage Miller Partners
Virginia
$39.9M
VNA
87
Valley National Advisers
Pennsylvania
$39.8M
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$38.8M
NFG
89
Northeast Financial Group
Pennsylvania
$38.3M
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$35.8M
WSFS
91
Wilmington Savings Fund Society
Delaware
$35.2M
OIA
92
OneDigital Investment Advisors
Kansas
$35.1M
AFS
93
Access Financial Services
Minnesota
$35.1M
MWM
94
Modera Wealth Management
New Jersey
$34.8M
SEM
95
Strategic Equity Management
Arizona
$34.8M
PRS
96
Pinkerton Retirement Specialists
Idaho
$34.4M
NDSI
97
Newman Dignan & Sheerar Inc
Rhode Island
$34.4M
SDWMA
98
Schneider Downs Wealth Management Advisors
Pennsylvania
$33.3M
Stifel Financial
99
Stifel Financial
Missouri
$32.7M
AA
100
Ashford Advisors
New York
$32.6M