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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
BWFA
1001
Baltimore-Washington Financial Advisors
Maryland
$371K
FLA
1002
Financial Life Advisors
Texas
$367K
CFG
1003
Certior Financial Group
Pennsylvania
$364K
CIAS
1004
Capital Investment Advisory Services
North Carolina
$364K
GF
1005
Gries Financial
Ohio
$362K
ML
1006
Mayport LLC
Massachusetts
$361K
WW
1007
Westshore Wealth
California
$361K
PWA
1008
Peterson Wealth Advisors
Utah
$361K
TSWM
1009
Tyler-Stone Wealth Management
Ohio
$357K
SS
1010
Sound Stewardship
Kansas
$356K
CAG
1011
Curtis Advisory Group
California
$356K
ACM
1012
Advisors Capital Management
New Jersey
$355K
FW
1013
Fairway Wealth
Ohio
$351K
I
1014
INVST
Indiana
$347K
LWM
1015
Lighthouse Wealth Management
Ohio
$347K
FA
1016
FC Advisory
Pennsylvania
$347K
VV
1017
Verity & Verity
South Carolina
$346K
FD
1018
Financial Designs
California
$346K
FA
1019
Fiducient Advisors
Illinois
$345K
AA
1020
Advisory Alpha
Michigan
$345K
GA
1021
GoalVest Advisory
New York
$345K
LF
1022
LifeSteps Financial
California
$344K
NFA
1023
Northern Financial Advisors
Michigan
$343K
PSA
1024
Plum Street Advisors
Louisiana
$341K
CG
1025
CFO4Life Group
Texas
$341K