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Schwab US Large- Cap ETF

1,380 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 132 funds opening new positions, 542 increasing their positions, 498 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,380
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
192
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
HCMG
1176
Howard Capital Management Group
California
$226K
TA
1177
Tactive Advisors
Florida
$225K
WI
1178
WBI Investments
New Jersey
$224K
CSA
1179
Cottage Street Advisors
Massachusetts
$224K
OFS
1180
OneAscent Financial Services
Alabama
$224K
SI
1181
Stephens Inc
Arkansas
$224K
SF
1182
Symphony Financial
Texas
$223K
PAM
1183
Pegasus Asset Management
New York
$223K
AWM
1184
Accel Wealth Management
Iowa
$223K
RF
1185
Robbins Farley
New Hampshire
$222K
CS
1186
Crescent Sterling
Louisiana
$222K
NAMNJ
1187
NorthStar Asset Management (New Jersey)
New Jersey
$222K
BDFN
1188
Bond & Devick Financial Network
Minnesota
$220K
IF
1189
Intrua Financial
Texas
$220K
RFA
1190
Rollins Financial Advisors
New York
$219K
MMCM
1191
Murphy & Mullick Capital Management
New York
$219K
SSA
1192
Sierra Summit Advisors
Nevada
$219K
SIAP
1193
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$217K
LDB
1194
Lee, Danner & Bass
Tennessee
$217K
BWL
1195
Beacon Wealthcare LLC
North Carolina
$217K
BMD
1196
Better Money Decisions
New Mexico
$217K
DPI
1197
Diversified Portfolios Inc
Michigan
$216K
PCM
1198
Presidio Capital Management
California
$214K
CCMG
1199
Clark Capital Management Group
Pennsylvania
$214K
LNWWM
1200
Laird Norton Wetherby Wealth Management
California
$213K