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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
ME
1276
McIlrath & Eck
Washington
$59.8K
BL
1277
Balentine LLC
Georgia
$57.4K
WOC
1278
West Oak Capital
California
$54.7K
CPA
1279
Cardiff Park Advisors
California
$52.3K
GKIM
1280
GW&K Investment Management
Massachusetts
$52K
GJIA
1281
Glass Jacobson Investment Advisors
Maryland
$51.9K
FP
1282
Financial Perspectives
Minnesota
$51.9K
TCM
1283
TruNorth Capital Management
Michigan
$51.6K
PWMG
1284
Prestige Wealth Management Group
New Jersey
$51.3K
AWM
1285
Accredited Wealth Management
Kentucky
$49.6K
TFGT
1286
TS Financial Group (TSFG)
Illinois
$49K
TFM
1287
TFC Financial Management
Massachusetts
$48.1K
MJRIC
1288
Mogy Joel R Investment Counsel
California
$47.5K
CSB
1289
City State Bank
Iowa
$45.9K
SWIM
1290
Smallwood Wealth Investment Management
New Jersey
$45.4K
BMM
1291
Berkshire Money Management
Massachusetts
$44.9K
BF
1292
BOK Financial
Oklahoma
$43.1K
MWM
1293
MorganRosel Wealth Management
Colorado
$42.7K
HWM
1294
HighMark Wealth Management
Minnesota
$42.3K
CWP
1295
Concord Wealth Partners
Virginia
$41.1K
PCA
1296
Providence Capital Advisors
North Carolina
$38.1K
IHWM
1297
Iron Horse Wealth Management
Iowa
$37.2K
NS
1298
NBC Securities
Alabama
$37K
GI
1299
GAMMA Investing
California
$36.2K
PWMG
1300
Private Wealth Management Group
New Jersey
$34.8K