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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
PP
1226
PDS Planning
Ohio
$168K
AWM
1227
Atticus Wealth Management
Florida
$161K
SIS
1228
Sound Income Strategies
Florida
$161K
BDPWM
1229
Barnes Dennig Private Wealth Management
Ohio
$160K
NG
1230
NWK Group
California
$153K
OAJ
1231
Ogorek Anthony Joseph
New York
$151K
CIM
1232
Contravisory Investment Management
Massachusetts
$149K
TCOT
1233
Trust Company of Toledo
Ohio
$149K
CMP
1234
Coston McIsaac & Partners
Maine
$145K
OA
1235
Operose Advisors
Wisconsin
$140K
CIAS
1236
CBIZ Investment Advisory Services
Ohio
$134K
GCM
1237
Gables Capital Management
Florida
$123K
HWA
1238
Heritage Wealth Advisors
Virginia
$122K
OW
1239
Olistico Wealth
Oklahoma
$120K
SC
1240
Stephens Consulting
Michigan
$119K
KSWA
1241
Kathleen S. Wright Associates
Pennsylvania
$112K
FFWM
1242
Future Financial Wealth Management
Ohio
$110K
DI
1243
DAGCO Inc
Ohio
$110K
LWA
1244
Lowe Wealth Advisors
Maryland
$107K
HHGA
1245
Halbert Hargrove Global Advisors
California
$106K
TC
1246
Trust Company
Kansas
$105K
NSIM
1247
North Star Investment Management
Illinois
$104K
PC
1248
Promus Capital
Illinois
$102K
IF
1249
Integrity Financial
Wyoming
$98.8K
RMP
1250
Richards, Merrill & Peterson
Washington
$95.8K