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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
TPWA
1026
TRUE Private Wealth Advisors
Oregon
$341K
RWM
1027
Ritholtz Wealth Management
New York
$340K
TAM
1028
Titleist Asset Management
Texas
$340K
LGWM
1029
Litman Gregory Wealth Management
California
$339K
EIG
1030
Ellenbecker Investment Group
Wisconsin
$339K
PIA
1031
Panoramic Investment Advisors
Colorado
$338K
WA
1032
Waddell & Associates
Tennessee
$338K
SIA
1033
SeaBridge Investment Advisors
New Jersey
$337K
FC
1034
Fusion Capital
South Carolina
$336K
MA
1035
Modus Advisors
Minnesota
$336K
WCP
1036
Wealthcare Capital Partners
Pennsylvania
$332K
MA
1037
Montag & Associates
Georgia
$332K
BIG
1038
Builder Investment Group
Georgia
$331K
HWA
1039
HCR Wealth Advisors
California
$330K
Fifth Third Bancorp
1040
Fifth Third Bancorp
Ohio
$330K
MCC
1041
Money Concepts Capital
Florida
$330K
DC
1042
Davenport & Co
Virginia
$330K
BAM
1043
BOS Asset Management
Illinois
$326K
FMII
1044
Farmers & Merchants Investments Inc
Nebraska
$326K
PWM
1045
Peterson Wealth Management
Nevada
$326K
TWA
1046
TCI Wealth Advisors
Arizona
$324K
CWM
1047
Cadence Wealth Management
Massachusetts
$322K
NFG
1048
Nations Financial Group
Iowa
$321K
ACI
1049
Alpha Cubed Investments
California
$321K
PCM
1050
Palouse Capital Management
Washington
$320K