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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
EFM
1126
Eley Financial Management
Vermont
$257K
SCA
1127
Stonebridge Capital Advisors
Minnesota
$256K
GWSA
1128
Global Wealth Strategies & Associates
Colorado
$255K
CWA
1129
Capital Wealth Alliance
Arizona
$253K
AC
1130
Apella Capital
Connecticut
$253K
FA
1131
FSA Advisors
Michigan
$253K
BWM
1132
Brown Wealth Management
Illinois
$253K
GWAM
1133
Guardian Wealth Advisors (Minnesota)
Minnesota
$253K
QWP
1134
Quotient Wealth Partners
Texas
$252K
AFA
1135
AA Financial Advisors
Ohio
$251K
SI
1136
Shaker Investments
Ohio
$250K
PCH
1137
PGIM Custom Harvest
New Jersey
$249K
PS
1138
Pinney & Scofield
Massachusetts
$249K
HNWAG
1139
High Net Worth Advisory Group
Florida
$249K
BWL
1140
Bogart Wealth LLC
Virginia
$249K
RIP
1141
RAM Investment Partners
Washington
$248K
BAS
1142
Breakthru Advisory Services
Wisconsin
$248K
DIM
1143
Delta Investment Management
California
$247K
SFG
1144
SevenBridge Financial Group
Pennsylvania
$246K
IWN
1145
Independent Wealth Network
Iowa
$245K
FFG
1146
Fiduciary Financial Group
California
$245K
SFC
1147
SYM Financial Corp
Indiana
$244K
AWAG
1148
ARS Wealth Advisors Group
Florida
$244K
CIA
1149
Choate Investment Advisors
Massachusetts
$243K
FPW
1150
Fairvoy Private Wealth
Alabama
$243K