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Schwab US Large-Cap Value ETF

866 hedge funds and large institutions have $9.41B 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, 269 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
866
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
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
VT
226
Vise Technologies
New York
$3.17M
SCM
227
Steele Capital Management
Iowa
$3.1M
MWM
228
Mission Wealth Management
California
$3M
DAS
229
Dynamic Advisor Solutions
Arizona
$2.98M
ZI
230
ZEGA Investments
Florida
$2.98M
Renaissance Technologies
231
Renaissance Technologies
New York
$2.96M
JWCA
232
J.W. Cole Advisors
Florida
$2.96M
CIS
233
Custom Index Systems
New York
$2.92M
ATWA
234
Arbor Trust Wealth Advisors
Michigan
$2.91M
CAG
235
Compass Advisory Group
New York
$2.9M
WIC
236
Woodmont Investment Counsel
Tennessee
$2.88M
ZRP
237
Zynergy Retirement Planning
New Jersey
$2.86M
CL
238
Choreo LLC
Illinois
$2.79M
DE
239
Diversified Enterprises
Delaware
$2.76M
NA
240
NewEdge Advisors
Louisiana
$2.72M
MMCM
241
Murphy & Mullick Capital Management
New York
$2.65M
BNP Paribas Financial Markets
242
BNP Paribas Financial Markets
France
$2.65M
CPA
243
Compass Planning Associates
Massachusetts
$2.63M
SF
244
Schaeffer Financial
Maryland
$2.6M
BFM
245
Broadview Financial Management
Wisconsin
$2.6M
ASN
246
Advisory Services Network
Georgia
$2.6M
MAG
247
M3 Advisory Group
Massachusetts
$2.57M
ACG
248
Allen Capital Group
Nebraska
$2.57M
Lido Advisors
249
Lido Advisors
California
$2.55M
UW
250
Unique Wealth
Florida
$2.53M