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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
FWM
251
Fortress Wealth Management
California
$2.51M
NW
252
NewEdge Wealth
Pennsylvania
$2.46M
CFGA
253
Cambridge Financial Group (Arizona)
Arizona
$2.45M
EW
254
Evoke Wealth
California
$2.44M
FA
255
Fagan Associates
New York
$2.41M
CIA
256
Concurrent Investment Advisors
Florida
$2.36M
SWA
257
Stratos Wealth Advisors
Ohio
$2.36M
BWM
258
BCS Wealth Management
Tennessee
$2.35M
IWM
259
IHT Wealth Management
Illinois
$2.32M
CA
260
Clearstead Advisors
Ohio
$2.32M
AWM
261
AE Wealth Management
Kansas
$2.31M
WCM
262
Weaver Capital Management
Georgia
$2.29M
SCM
263
Saxony Capital Management
Missouri
$2.27M
AL
264
ACAS LLC
California
$2.26M
RA
265
Riversedge Advisors
Delaware
$2.25M
HWM
266
HB Wealth Management
Georgia
$2.24M
PFA
267
Pure Financial Advisors
California
$2.23M
CSP
268
Cary Street Partners
Virginia
$2.21M
GRP
269
Global Retirement Partners
California
$2.2M
AWA
270
Arkadios Wealth Advisors
Georgia
$2.19M
WMWM
271
Wilkins Miller Wealth Management
Alabama
$2.18M
TIM
272
Tortoise Investment Management
New York
$2.17M
AGC
273
Aspen Grove Capital
Colorado
$2.16M
PFA
274
Pinnacle Family Advisors
Missouri
$2.15M
CW
275
CreativeOne Wealth
Kansas
$2.12M