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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
BCMLT
1226
Beacon Capital Management LLC (Tennessee)
Tennessee
$196K
TIM
1227
Total Investment Management
Arizona
$186K
POIA
1228
Pin Oak Investment Advisors
Texas
$186K
ACM
1229
Accent Capital Management
Ohio
$183K
FIM
1230
FWL Investment Management
Texas
$178K
UB
1231
UMB Bank
Missouri
$176K
PP
1232
PDS Planning
Ohio
$168K
AWM
1233
Atticus Wealth Management
Florida
$161K
SIS
1234
Sound Income Strategies
Florida
$161K
BDPWM
1235
Barnes Dennig Private Wealth Management
Ohio
$160K
NG
1236
NWK Group
California
$153K
OAJ
1237
Ogorek Anthony Joseph
New York
$151K
CIM
1238
Contravisory Investment Management
Massachusetts
$149K
TCOT
1239
Trust Company of Toledo
Ohio
$149K
CMP
1240
Coston McIsaac & Partners
Maine
$145K
OA
1241
Operose Advisors
Wisconsin
$140K
CIAS
1242
CBIZ Investment Advisory Services
Ohio
$134K
GCM
1243
Gables Capital Management
Florida
$123K
HWA
1244
Heritage Wealth Advisors
Virginia
$122K
OW
1245
Olistico Wealth
Oklahoma
$120K
SC
1246
Stephens Consulting
Michigan
$119K
KSWA
1247
Kathleen S. Wright Associates
Pennsylvania
$112K
DI
1248
DAGCO Inc
Ohio
$110K
FFWM
1249
Future Financial Wealth Management
Ohio
$110K
LWA
1250
Lowe Wealth Advisors
Maryland
$107K