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Schwab US Large- Cap ETF

1,378 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, 541 increasing their positions, 498 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,378
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
ATPW
101
Ashton Thomas Private Wealth
Arizona
$34.9M
AA
102
Ashford Advisors
New York
$34.7M
SFA
103
Sequoia Financial Advisors
Ohio
$34.5M
BAM
104
Belpointe Asset Management
Nevada
$33.7M
CWM
105
Congress Wealth Management
Massachusetts
$33.3M
FI
106
FIDELIS iM
Oregon
$33M
CWG
107
Cornerstone Wealth Group
North Carolina
$32.5M
MFC
108
Morris Financial Concepts
South Carolina
$32.4M
FVWA
109
Foster Victor Wealth Advisors
South Carolina
$32.4M
AIM
110
Athena Investment Management
California
$32.3M
VAS
111
Valicenti Advisory Services
New York
$32.3M
FCA
112
Fortis Capital Advisors
Kansas
$32.2M
BA
113
Ballast Advisors
Minnesota
$32.2M
OIA
114
OneDigital Investment Advisors
Kansas
$31.9M
PPH
115
Pure Portfolios Holdings
Oregon
$31.9M
MCM
116
MAI Capital Management
Ohio
$31.8M
SLT
117
St Louis Trust
Missouri
$31.7M
BWM
118
Bernard Wealth Management
Michigan
$31.7M
GG
119
Gleason Group
Kentucky
$31.3M
MSFS
120
Main Street Financial Solutions
Pennsylvania
$31.2M
Fidelity Investments
121
Fidelity Investments
Massachusetts
$31.1M
MFGP
122
Marshall Financial Group (Pennsylvania)
Pennsylvania
$30.6M
HWM
123
HRC Wealth Management
Idaho
$30.5M
DAS
124
Dynamic Advisor Solutions
Arizona
$30.4M
BA
125
Bristlecone Advisors
Washington
$30.1M