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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
BWL
1201
Beacon Wealthcare LLC
North Carolina
$217K
BMD
1202
Better Money Decisions
New Mexico
$217K
DPI
1203
Diversified Portfolios Inc
Michigan
$216K
PCM
1204
Presidio Capital Management
California
$214K
CCMG
1205
Clark Capital Management Group
Pennsylvania
$214K
LNWWM
1206
Laird Norton Wetherby Wealth Management
California
$213K
MA
1207
MKT Advisors
California
$213K
CISOA
1208
Capital Investment Services of America
Wisconsin
$212K
UF
1209
Univest Financial
Pennsylvania
$212K
2L
1210
25 LLC
Missouri
$210K
SFG
1211
Sovereign Financial Group
Connecticut
$210K
CCT
1212
Capital City Trust
Florida
$209K
PFS
1213
Prospera Financial Services
Texas
$208K
EWM
1214
Evercore Wealth Management
New York
$208K
MWM
1215
Mattern Wealth Management
Kansas
$208K
CWA
1216
Centennial Wealth Advisory
Michigan
$207K
GWSG
1217
GPS Wealth Strategies Group
Colorado
$207K
AF
1218
Amara Financial
California
$206K
MG
1219
Mather Group
Illinois
$206K
CWS
1220
Cypress Wealth Services
California
$205K
VCP
1221
Verus Capital Partners
Arizona
$204K
LB
1222
Legacy Bridge
Iowa
$202K
AAS
1223
Annex Advisory Services
Wisconsin
$201K
YWM
1224
Yukon Wealth Management
Kansas
$201K
APW
1225
Austin Private Wealth
Texas
$200K