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Schwab US Large- Cap ETF

1,378 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, 541 increasing their positions, 498 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,378
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
192
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
UCFA
76
United Capital Financial Advisors
Texas
$48.9M
Wells Fargo
77
Wells Fargo
California
$47.5M
RDWM
78
Red Door Wealth Management
Tennessee
$46.5M
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$46.2M
CMP
80
Courage Miller Partners
Virginia
$45.6M
AP
81
Appleton Partners
Massachusetts
$45.6M
VNA
82
Valley National Advisers
Pennsylvania
$45.2M
IAS
83
IMA Advisory Services
Colorado
$44.1M
NFG
84
Northeast Financial Group
Pennsylvania
$43.8M
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$43.4M
EFG
86
Embree Financial Group
Illinois
$42.7M
BFG
87
Bleakley Financial Group
New Jersey
$40M
WIA
88
World Investment Advisors
California
$40M
CL
89
Choreo LLC
Illinois
$39.6M
Goldman Sachs
90
Goldman Sachs
New York
$39.5M
NDSI
91
Newman Dignan & Sheerar Inc
Rhode Island
$38.2M
KCPG
92
Kavar Capital Partners Group
Kansas
$38.1M
MWM
93
Modera Wealth Management
New Jersey
$38M
SDWMA
94
Schneider Downs Wealth Management Advisors
Pennsylvania
$37.9M
CPIG
95
Chicago Partners Investment Group
Illinois
$37.9M
AFS
96
Access Financial Services
Minnesota
$37.7M
WSFS
97
Wilmington Savings Fund Society
Delaware
$36.7M
BWA
98
Burt Wealth Advisors
Maryland
$36.1M
MTC
99
Matrix Trust Company
Colorado
$35.4M
SFP
100
Sherwood Financial Partners
California
$35.1M