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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
YAL
976
Your Advocates Ltd
Texas
$405K
Principal Financial Group
977
Principal Financial Group
Iowa
$404K
REMPR
978
Roof Eidam Maycock Peralta (REMP)
California
$403K
SPW
979
Sonoma Private Wealth
California
$401K
BFA
980
Bright Financial Advisors
Michigan
$398K
GKWIM
981
Gerber Kawasaki Wealth & Investment Management
California
$396K
HCP
982
Hexagon Capital Partners
Arkansas
$395K
HCMT
983
Highland Capital Management (Tennessee)
Tennessee
$394K
LJAC
984
L.J. Altfest & Co
New York
$394K
PMG
985
ProVise Management Group
Florida
$394K
CFS
986
CRA Financial Services
New Jersey
$393K
CTC
987
Central Trust Company
Missouri
$388K
BWA
988
Bordeaux Wealth Advisors
California
$388K
CPCM
989
Cardinal Point Capital Management
Ontario, Canada
$388K
SWM
990
Seaside Wealth Management
California
$387K
SAA
991
Southeast Asset Advisors
Georgia
$383K
PW
992
Paladin Wealth
Minnesota
$382K
AGP
993
Aspire Growth Partners
Florida
$380K
ACM
994
Aspen Capital Management
Idaho
$379K
TCM
995
Traub Capital Management
Massachusetts
$379K
GIA
996
Guyasuta Investment Advisors
Pennsylvania
$375K
BWP
997
BSW Wealth Partners
Colorado
$374K
FF
998
Francis Financial
$374K
DFA
999
DHJJ Financial Advisors
Illinois
$374K
RBC
1000
Romano Brothers & Co
Illinois
$372K