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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
MNA
1301
Manning & Napier Advisors
New York
$31.5K
VCM
1302
Versant Capital Management
Arizona
$31K
OCM
1303
Orion Capital Management
California
$29.7K
SAM
1304
S.A. Mason
Michigan
$28.9K
HIA
1305
Harbor Investment Advisory
Maryland
$27.5K
PMIM
1306
Prudent Man Investment Management
Colorado
$26.1K
AEPWM
1307
Atlantic Edge Private Wealth Management
Florida
$25.7K
CBT
1308
Crews Bank & Trust
Florida
$25.7K
AIC
1309
Archer Investment Corporation
Indiana
$25.4K
W
1310
WealthCollab
Washington
$25.4K
LC
1311
Luminist Capital
Michigan
$24.5K
ETC
1312
Exchange Traded Concepts
Oklahoma
$24.4K
KFI
1313
Key Financial Inc
Pennsylvania
$24.2K
TFG
1314
Team Financial Group
California
$24.2K
NRC
1315
New Republic Capital
North Carolina
$23.9K
FDCDDQ
1316
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22K
BFP
1317
Briaud Financial Planning
Texas
$22K
HPIA
1318
Hamilton Point Investment Advisors
North Carolina
$21.8K
VWA
1319
Valued Wealth Advisors
Utah
$20.7K
PAG
1320
Paladin Advisory Group
Iowa
$20.2K
WIM
1321
Westside Investment Management
California
$20.1K
CPG
1322
Cornerstone Planning Group
New Jersey
$19.9K
PIS
1323
POM Investment Strategies
North Carolina
$19.8K
KWM
1324
Kiker Wealth Management
Georgia
$18.7K
DPW
1325
DiNuzzo Private Wealth
Pennsylvania
$16.6K