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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
AF
151
Allworth Financial
California
$25.1M
SJIM
152
St. Johns Investment Management
Florida
$24.7M
DWM
153
Destination Wealth Management
California
$24M
Northern Trust
154
Northern Trust
Illinois
$23.7M
SFMG
155
Sage Financial Management Group
Virginia
$23.7M
VFIC
156
Valley Forge Investment Consultants
Pennsylvania
$23.6M
BCI
157
Brinker Capital Investments
Pennsylvania
$23.5M
LBC
158
Lowe Brockenbrough & Co
Virginia
$23.5M
SVWAG
159
Sound View Wealth Advisors Group
Georgia
$23.4M
EL
160
Essex LLC
Illinois
$23.2M
AQR Capital Management
161
AQR Capital Management
Connecticut
$23.2M
CAG
162
Csenge Advisory Group
Florida
$22.9M
AA
163
Ancora Advisors
Ohio
$22.9M
Truist Financial
164
Truist Financial
North Carolina
$22.8M
Cetera Investment Advisers
165
Cetera Investment Advisers
Illinois
$22.8M
SIC
166
Salem Investment Counselors
North Carolina
$22.8M
BIA
167
Bell Investment Advisors
California
$22.7M
CCA
168
Clearwater Capital Advisors
Illinois
$21.8M
KHC
169
Koesten Hirschmann & Crabtree
Kansas
$21.5M
SFC
170
Sprinkle Financial Consultants
Colorado
$21.4M
PWM
171
Prosperity Wealth Management
California
$21.3M
TFA
172
Transamerica Financial Advisors
Florida
$21.2M
WA
173
WBH Advisory
Maryland
$21M
TI
174
Truepoint Inc
Ohio
$20.9M
CFG
175
Carr Financial Group
Massachusetts
$20.5M