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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
SJIM
151
St. Johns Investment Management
Florida
$24.7M
DWM
152
Destination Wealth Management
California
$24M
Northern Trust
153
Northern Trust
Illinois
$23.7M
SFMG
154
Sage Financial Management Group
Virginia
$23.7M
VFIC
155
Valley Forge Investment Consultants
Pennsylvania
$23.6M
BCI
156
Brinker Capital Investments
Pennsylvania
$23.5M
LBC
157
Lowe Brockenbrough & Co
Virginia
$23.5M
SVWAG
158
Sound View Wealth Advisors Group
Georgia
$23.4M
EL
159
Essex LLC
Illinois
$23.2M
AQR Capital Management
160
AQR Capital Management
Connecticut
$23.2M
CAG
161
Csenge Advisory Group
Florida
$22.9M
AA
162
Ancora Advisors
Ohio
$22.9M
Truist Financial
163
Truist Financial
North Carolina
$22.8M
Cetera Investment Advisers
164
Cetera Investment Advisers
Illinois
$22.8M
SIC
165
Salem Investment Counselors
North Carolina
$22.8M
BIA
166
Bell Investment Advisors
California
$22.7M
CCA
167
Clearwater Capital Advisors
Illinois
$21.8M
KHC
168
Koesten Hirschmann & Crabtree
Kansas
$21.5M
SFC
169
Sprinkle Financial Consultants
Colorado
$21.4M
PWM
170
Prosperity Wealth Management
California
$21.3M
TFA
171
Transamerica Financial Advisors
Florida
$21.2M
WA
172
WBH Advisory
Maryland
$21M
TI
173
Truepoint Inc
Ohio
$20.9M
CFG
174
Carr Financial Group
Massachusetts
$20.5M
HCM
175
Hengehold Capital Management
Ohio
$20.4M