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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
BA
126
Bristlecone Advisors
Washington
$30.1M
CFIA
127
Cantor Fitzgerald Investment Advisors
New York
$30.1M
Stifel Financial
128
Stifel Financial
Missouri
$29.9M
UBS Group
129
UBS Group
Switzerland
$29.9M
QCM
130
Quantinno Capital Management
New York
$29.6M
PWM
131
Perigon Wealth Management
California
$29.6M
PRS
132
Pinkerton Retirement Specialists
Idaho
$29.6M
PAG
133
Powers Advisory Group
Illinois
$29.5M
FCM
134
Fortis Capital Management
Washington
$29.4M
EFG
135
Ethos Financial Group
Pennsylvania
$29.4M
CKAIS
136
Christensen King & Associates Investment Services
Washington
$29.1M
AIP
137
Almanack Investment Partners
Pennsylvania
$28.8M
SWM
138
SigFig Wealth Management
California
$28.5M
GA
139
Gordian Advisors
Arizona
$28.2M
ACA
140
Ascension Capital Advisors
Texas
$28.2M
DBRC
141
D.B. Root & Company
Pennsylvania
$27.7M
AIM
142
Anchor Investment Management
South Carolina
$27.6M
FIA
143
Foundations Investment Advisors
Arizona
$26.7M
EWM
144
Empirical Wealth Management
Washington
$26.7M
SAM
145
Sawgrass Asset Management
Florida
$26.4M
MF
146
Manchester Financial
California
$26.3M
PWM
147
Provident Wealth Management
Tennessee
$26.2M
FIA
148
FPC Investment Advisory
California
$25.7M
KLI
149
Kelman-Lazarov Inc
Tennessee
$25.6M
MIA
150
Milestone Investment Advisors
Wisconsin
$25.3M