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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
MIM
1051
Macroview Investment Management
Maryland
$320K
DIS
1052
Diversified Investment Strategies
Louisiana
$319K
CCAL
1053
City Center Advisors LLC
Michigan
$319K
DBIA
1054
Dumont & Blake Investment Advisors
New Jersey
$319K
ACP
1055
Aviance Capital Partners
Florida
$319K
CAM
1056
Costello Asset Management
Pennsylvania
$318K
BC
1057
Bowman & Company
Wisconsin
$317K
M
1058
MOTCO
Texas
$317K
TWM
1059
Tradition Wealth Management
Minnesota
$317K
CF
1060
Clarity Financial
Texas
$316K
FWS
1061
FinDec Wealth Services
California
$315K
IAS
1062
Insigneo Advisory Services
Florida
$315K
BW
1063
BIP Wealth
Georgia
$315K
OCG
1064
Opus Capital Group
Ohio
$314K
OAM
1065
Oppenheimer Asset Management
New York
$312K
RIL
1066
Rothschild Investment LLC
Illinois
$312K
SFG
1067
Stonebridge Financial Group
Pennsylvania
$311K
PWM
1068
PTM Wealth Management
United States
$311K
UCI
1069
Uncommon Cents Investing
Wisconsin
$311K
WB
1070
Webster Bank
Connecticut
$310K
CT
1071
Clearstead Trust
Maine
$310K
BSI
1072
Bennett Selby Investments
Maine
$308K
AIIMS
1073
Analyst IMS Investment Management Services
Israel
$308K
TIA
1074
Tiemann Investment Advisors
California
$307K
SCA
1075
Snowden Capital Advisors
New York
$306K