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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
HP
1176
Haven Private
Florida
$229K
SW
1177
SteelPeak Wealth
California
$228K
IWM
1178
Inlight Wealth Management
Georgia
$228K
SFG
1179
Socha Financial Group
New York
$227K
DWA
1180
Delap Wealth Advisory
Oregon
$227K
AWM
1181
Aprio Wealth Management
Georgia
$226K
HCMG
1182
Howard Capital Management Group
California
$226K
TA
1183
Tactive Advisors
Florida
$225K
WI
1184
WBI Investments
New Jersey
$224K
CSA
1185
Cottage Street Advisors
Massachusetts
$224K
OFS
1186
OneAscent Financial Services
Alabama
$224K
SI
1187
Stephens Inc
Arkansas
$224K
SF
1188
Symphony Financial
Texas
$223K
PAM
1189
Pegasus Asset Management
New York
$223K
AWM
1190
Accel Wealth Management
Iowa
$223K
RF
1191
Robbins Farley
New Hampshire
$222K
CS
1192
Crescent Sterling
Louisiana
$222K
NAMNJ
1193
NorthStar Asset Management (New Jersey)
New Jersey
$222K
BDFN
1194
Bond & Devick Financial Network
Minnesota
$220K
IF
1195
Intrua Financial
Texas
$220K
RFA
1196
Rollins Financial Advisors
New York
$219K
MMCM
1197
Murphy & Mullick Capital Management
New York
$219K
SSA
1198
Sierra Summit Advisors
Nevada
$219K
SIAP
1199
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$217K
LDB
1200
Lee, Danner & Bass
Tennessee
$217K