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Schwab US Large-Cap Value ETF

866 hedge funds and large institutions have $9.38B invested in Schwab US Large-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 331 increasing their positions, 270 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
866
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
226
Steele Capital Management
Iowa
$3.1M
MWM
227
Mission Wealth Management
California
$3M
DAS
228
Dynamic Advisor Solutions
Arizona
$2.98M
ZI
229
ZEGA Investments
Florida
$2.98M
Renaissance Technologies
230
Renaissance Technologies
New York
$2.96M
JWCA
231
J.W. Cole Advisors
Florida
$2.96M
CIS
232
Custom Index Systems
New York
$2.92M
ATWA
233
Arbor Trust Wealth Advisors
Michigan
$2.91M
CAG
234
Compass Advisory Group
New York
$2.9M
WIC
235
Woodmont Investment Counsel
Tennessee
$2.88M
ZRP
236
Zynergy Retirement Planning
New Jersey
$2.86M
CL
237
Choreo LLC
Illinois
$2.79M
DE
238
Diversified Enterprises
Delaware
$2.76M
NA
239
NewEdge Advisors
Louisiana
$2.72M
MMCM
240
Murphy & Mullick Capital Management
New York
$2.65M
BNP Paribas Financial Markets
241
BNP Paribas Financial Markets
France
$2.65M
CPA
242
Compass Planning Associates
Massachusetts
$2.63M
SF
243
Schaeffer Financial
Maryland
$2.6M
BFM
244
Broadview Financial Management
Wisconsin
$2.6M
ASN
245
Advisory Services Network
Georgia
$2.6M
MAG
246
M3 Advisory Group
Massachusetts
$2.57M
ACG
247
Allen Capital Group
Nebraska
$2.57M
Lido Advisors
248
Lido Advisors
California
$2.55M
UW
249
Unique Wealth
Florida
$2.53M
FWM
250
Fortress Wealth Management
California
$2.51M