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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
CFIA
126
Cantor Fitzgerald Investment Advisors
New York
$30.1M
Stifel Financial
127
Stifel Financial
Missouri
$29.9M
UBS Group
128
UBS Group
Switzerland
$29.9M
QCM
129
Quantinno Capital Management
New York
$29.6M
PWM
130
Perigon Wealth Management
California
$29.6M
PRS
131
Pinkerton Retirement Specialists
Idaho
$29.6M
PAG
132
Powers Advisory Group
Illinois
$29.5M
FCM
133
Fortis Capital Management
Washington
$29.4M
EFG
134
Ethos Financial Group
Pennsylvania
$29.4M
CKAIS
135
Christensen King & Associates Investment Services
Washington
$29.1M
AIP
136
Almanack Investment Partners
Pennsylvania
$28.8M
SWM
137
SigFig Wealth Management
California
$28.5M
GA
138
Gordian Advisors
Arizona
$28.2M
ACA
139
Ascension Capital Advisors
Texas
$28.2M
DBRC
140
D.B. Root & Company
Pennsylvania
$27.7M
AIM
141
Anchor Investment Management
South Carolina
$27.6M
FIA
142
Foundations Investment Advisors
Arizona
$26.7M
EWM
143
Empirical Wealth Management
Washington
$26.7M
SAM
144
Sawgrass Asset Management
Florida
$26.4M
MF
145
Manchester Financial
California
$26.3M
PWM
146
Provident Wealth Management
Tennessee
$26.2M
FIA
147
FPC Investment Advisory
California
$25.7M
KLI
148
Kelman-Lazarov Inc
Tennessee
$25.6M
MIA
149
Milestone Investment Advisors
Wisconsin
$25.3M
AF
150
Allworth Financial
California
$25.1M