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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
HHGA
1251
Halbert Hargrove Global Advisors
California
$106K
TC
1252
Trust Company
Kansas
$105K
NSIM
1253
North Star Investment Management
Illinois
$104K
PC
1254
Promus Capital
Illinois
$102K
IF
1255
Integrity Financial
Wyoming
$98.8K
RMP
1256
Richards, Merrill & Peterson
Washington
$95.8K
RF
1257
Rossby Financial
Florida
$93.8K
GWS
1258
Glassman Wealth Services
Virginia
$90.5K
BC
1259
Bulwark Capital
Florida
$87.3K
RP
1260
Rice Partnership
Hawaii
$84.4K
HNW
1261
High Note Wealth
Minnesota
$80.9K
CFS
1262
CGC Financial Services
Oregon
$73.3K
SIC
1263
SJS Investment Consulting
Ohio
$71.9K
SS
1264
Sunbelt Securities
Texas
$71.2K
ACA
1265
American Capital Advisory
Idaho
$66.9K
FFO
1266
Fortitude Family Office
Arizona
$66.7K
MPWT
1267
MassMutual Private Wealth & Trust
Connecticut
$66.5K
AW
1268
Avion Wealth
Texas
$66K
CNBTD
1269
Citizens National Bank Trust Department
Mississippi
$65.7K
FGC
1270
Financial Gravity Companies
Texas
$65.1K
SO
1271
Sierra Ocean
California
$64.4K
HPC
1272
HM Payson & Co
Maine
$64.2K
FFA
1273
Frazier Financial Advisors
Ohio
$62.7K
HI
1274
Hoey Investments
Pennsylvania
$61.3K
SIS
1275
Strategic Investment Solutions
Illinois
$59.9K