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Schwab US Large- Cap ETF

1,378 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, 541 increasing their positions, 498 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,378
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
ACA
1401
Aspire Capital Advisors
Washington
ARC
1402
Advisor Resource Council
Texas
GAA
1403
Global Assets Advisory
Florida
SW
1404
SMART Wealth
Nebraska
TI
1405
Trexquant Investment
Connecticut
NA
1406
Novus Advisors
South Carolina
Envestnet Portfolio Solutions
1407
Envestnet Portfolio Solutions
Illinois
MHC
1408
May Hill Capital
Massachusetts
MFS
1409
Mattson Financial Services
Michigan
MSA
1410
McAlister Sweet & Associates
Texas
WHC
1411
Wulff, Hansen & Co
California
OGF
1412
Orin Green Financial
California
TA
1413
TFB Advisors
Kansas
SIAS
1414
Summit Investment Advisory Services
Minnesota
BBA
1415
BLB&B Advisors
Pennsylvania
TCM
1416
Telos Capital Management
California
BB
1417
Busey Bank
Illinois
PIWA
1418
Prevail Innovative Wealth Advisors
Kansas
TCM
1419
Traynor Capital Management
Pennsylvania
GLR
1420
Great Lakes Retirement
Ohio
FWM
1421
Fortress Wealth Management
California
CWC
1422
Carolinas Wealth Consulting
North Carolina
TCPG
1423
Trivant Custom Portfolio Group
California
MEG
1424
Millstone Evans Group
Colorado
CFFP
1425
Center for Financial Planning
Michigan