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Schwab US Large- Cap ETF

1,381 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 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,381
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
TCPG
1426
Trivant Custom Portfolio Group
California
MEG
1427
Millstone Evans Group
Colorado
CFFP
1428
Center for Financial Planning
Michigan
DJSG
1429
D.J. St. Germain
Massachusetts
CWM
1430
Compass Wealth Management
Connecticut
GWM
1431
Guardian Wealth Management
Illinois
PA
1432
PSI Advisors
Florida
Q1WB
1433
Quest 10 Wealth Builders
Virginia
WT
1434
Washington Trust
Rhode Island
IA
1435
IFS Advisors
Kansas
MIM
1436
Marshall Investment Management
Colorado
RCA
1437
Runnymede Capital Advisors
Ohio
LRWM
1438
Lord & Richards Wealth Management
Colorado
PSFG
1439
Park Square Financial Group
Georgia
RA
1440
Rise Advisors
New York
1IA
1441
1620 Investment Advisors
Massachusetts
QCG
1442
Quadrant Capital Group
Ohio
DRP
1443
Decker Retirement Planning
Utah
HDIM
1444
Hanson & Doremus Investment Management
Vermont
GFPC
1445
Global Financial Private Client
Florida
PCG
1446
PFC Capital Group
California
BNP Paribas Financial Markets
1447
BNP Paribas Financial Markets
France
RWPA
1448
Richard W. Paul & Associates
Michigan
LWMI
1449
Legacy Wealth Management (Idaho)
Idaho