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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
SIAS
1101
Summit Investment Advisory Services
Minnesota
$276K
BWP
1102
Balboa Wealth Partners
Arizona
$274K
SAM
1103
Secure Asset Management
Michigan
$274K
CAMG
1104
CWA Asset Management Group
Florida
$274K
SC
1105
Syon Capital
California
$274K
CICC
1106
Capital Investment Counsel (Colorado)
Colorado
$272K
IFA
1107
Index Fund Advisors
California
$267K
QP
1108
Quartz Partners
New York
$267K
MSR
1109
Main Street Research
Connecticut
$266K
PW
1110
Pandora Wealth
Illinois
$266K
IWP
1111
IAG Wealth Partners
Wisconsin
$265K
ODIJL
1112
One Day In July LLC
Vermont
$265K
WG
1113
Welch Group
Alabama
$263K
QPWM
1114
Quadrant Private Wealth Management
Pennsylvania
$262K
SL
1115
Salomon & Ludwin
Virginia
$262K
MWM
1116
Mindset Wealth Management
Indiana
$261K
CFO
1117
Collective Family Office
Pennsylvania
$261K
MIC
1118
Meridian Investment Counsel
California
$261K
WHCFA
1119
William Howard & Co Financial Advisors
Tennessee
$261K
JFGIW
1120
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$260K
SAM
1121
SP Asset Management
California
$259K
AI
1122
Accredited Investors
Minnesota
$258K
GM
1123
GeoWealth Management
Illinois
$258K
SSWG
1124
Seven Springs Wealth Group
Tennessee
$258K
WCM
1125
WealthBridge Capital Management
Ohio
$257K