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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
SM
1151
Sensible Money
Arizona
$242K
PWMAG
1152
Pinnacle Wealth Management Advisory Group
New Jersey
$241K
BFG
1153
Beacon Financial Group
Texas
$241K
EL
1154
EWA LLC
Pennsylvania
$241K
DWP
1155
Daymark Wealth Partners
Ohio
$240K
MWP
1156
Madison Wealth Partners
Wisconsin
$240K
PF
1157
Penney Financial
Texas
$240K
MMA
1158
Miracle Mile Advisors
California
$240K
BEI
1159
Benjamin Edwards Inc
Missouri
$240K
SWM
1160
Segment Wealth Management
Texas
$239K
FSBI
1161
Fearless Solutions (Best Invest)
Texas
$239K
LSC
1162
Lesa Sroufe & Co
Washington
$238K
SRWM
1163
Shira Ridge Wealth Management
California
$238K
WWM
1164
Wagner Wealth Management
South Carolina
$238K
FAC
1165
Financial Advisory Corporation
Michigan
$236K
FWM
1166
Foguth Wealth Management
Michigan
$235K
PMSA
1167
Patrick M. Sweeney & Associates
Illinois
$234K
GSWM
1168
Golden State Wealth Management
California
$234K
BSG
1169
Black Swift Group
Colorado
$234K
CWP
1170
Capital Wealth Planning
Florida
$232K
SPG
1171
Strategic Planning Group
Utah
$232K
SFWA
1172
Summit Financial Wealth Advisors
Louisiana
$231K
PCA
1173
Purkiss Capital Advisors
Connecticut
$230K
MAG
1174
M3 Advisory Group
Massachusetts
$229K
ACA
1175
Affinity Capital Advisors
California
$229K