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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
NW
251
NewEdge Wealth
Pennsylvania
$2.46M
CFGA
252
Cambridge Financial Group (Arizona)
Arizona
$2.45M
EW
253
Evoke Wealth
California
$2.44M
FA
254
Fagan Associates
New York
$2.41M
CIA
255
Concurrent Investment Advisors
Florida
$2.36M
SWA
256
Stratos Wealth Advisors
Ohio
$2.36M
BWM
257
BCS Wealth Management
Tennessee
$2.35M
IWM
258
IHT Wealth Management
Illinois
$2.32M
CA
259
Clearstead Advisors
Ohio
$2.32M
AWM
260
AE Wealth Management
Kansas
$2.31M
WCM
261
Weaver Capital Management
Georgia
$2.29M
SCM
262
Saxony Capital Management
Missouri
$2.27M
AL
263
ACAS LLC
California
$2.26M
RA
264
Riversedge Advisors
Delaware
$2.25M
HWM
265
HB Wealth Management
Georgia
$2.24M
PFA
266
Pure Financial Advisors
California
$2.23M
CSP
267
Cary Street Partners
Virginia
$2.21M
GRP
268
Global Retirement Partners
California
$2.2M
AWA
269
Arkadios Wealth Advisors
Georgia
$2.19M
WMWM
270
Wilkins Miller Wealth Management
Alabama
$2.18M
TIM
271
Tortoise Investment Management
New York
$2.17M
AGC
272
Aspen Grove Capital
Colorado
$2.16M
PFA
273
Pinnacle Family Advisors
Missouri
$2.15M
CW
274
CreativeOne Wealth
Kansas
$2.12M
VFIC
275
Valley Forge Investment Consultants
Pennsylvania
$2.11M