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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
TCM
1276
TruNorth Capital Management
Michigan
$51.6K
PWMG
1277
Prestige Wealth Management Group
New Jersey
$51.3K
AWM
1278
Accredited Wealth Management
Kentucky
$49.6K
TFGT
1279
TS Financial Group (TSFG)
Illinois
$49K
TFM
1280
TFC Financial Management
Massachusetts
$48.1K
MJRIC
1281
Mogy Joel R Investment Counsel
California
$47.5K
CSB
1282
City State Bank
Iowa
$45.9K
SWIM
1283
Smallwood Wealth Investment Management
New Jersey
$45.4K
BMM
1284
Berkshire Money Management
Massachusetts
$44.9K
BF
1285
BOK Financial
Oklahoma
$43.1K
MWM
1286
MorganRosel Wealth Management
Colorado
$42.7K
HWM
1287
HighMark Wealth Management
Minnesota
$42.3K
CWP
1288
Concord Wealth Partners
Virginia
$41.1K
T
1289
Tableaux
Massachusetts
$38.1K
PCA
1290
Providence Capital Advisors
North Carolina
$38.1K
IHWM
1291
Iron Horse Wealth Management
Iowa
$37.2K
NS
1292
NBC Securities
Alabama
$37K
GI
1293
GAMMA Investing
California
$36.2K
PWMG
1294
Private Wealth Management Group
New Jersey
$34.8K
WPA
1295
West Paces Advisors
Georgia
$34.4K
BA
1296
Bellwether Advisors
Nebraska
$34K
DAM
1297
Delta Asset Management
Tennessee
$33K
MAWAG
1298
Mid-American Wealth Advisory Group
Missouri
$32.8K
MWA
1299
Moser Wealth Advisors
Washington
$32.2K
PGAM
1300
Princeton Global Asset Management
New Jersey
$31.9K