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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
WPA
1301
West Paces Advisors
Georgia
$34.4K
BA
1302
Bellwether Advisors
Nebraska
$34K
DAM
1303
Delta Asset Management
Tennessee
$33K
MAWAG
1304
Mid-American Wealth Advisory Group
Missouri
$32.8K
MWA
1305
Moser Wealth Advisors
Washington
$32.2K
PGAM
1306
Princeton Global Asset Management
New Jersey
$31.9K
MNA
1307
Manning & Napier Advisors
New York
$31.5K
VCM
1308
Versant Capital Management
Arizona
$31K
OCM
1309
Orion Capital Management
California
$29.7K
SAM
1310
S.A. Mason
Michigan
$28.9K
HIA
1311
Harbor Investment Advisory
Maryland
$27.5K
PMIM
1312
Prudent Man Investment Management
Colorado
$26.1K
AEPWM
1313
Atlantic Edge Private Wealth Management
Florida
$25.7K
CBT
1314
Crews Bank & Trust
Florida
$25.7K
AIC
1315
Archer Investment Corporation
Indiana
$25.4K
W
1316
WealthCollab
Washington
$25.4K
LC
1317
Luminist Capital
Michigan
$24.5K
ETC
1318
Exchange Traded Concepts
Oklahoma
$24.4K
KFI
1319
Key Financial Inc
Pennsylvania
$24.2K
TFG
1320
Team Financial Group
California
$24.2K
NRC
1321
New Republic Capital
North Carolina
$23.9K
FDCDDQ
1322
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22K
BFP
1323
Briaud Financial Planning
Texas
$22K
HPIA
1324
Hamilton Point Investment Advisors
North Carolina
$21.8K
VWA
1325
Valued Wealth Advisors
Utah
$20.7K