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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
VFIC
276
Valley Forge Investment Consultants
Pennsylvania
$2.11M
FSG
277
Financial Strategies Group
Michigan
$2.11M
Bank of New York Mellon
278
Bank of New York Mellon
New York
$2.09M
DSC
279
Duncker Streett & Co
Missouri
$2.09M
Corient Private Wealth
280
Corient Private Wealth
Florida
$2.06M
ECM
281
Elgethun Capital Management
South Dakota
$2.04M
SWP
282
Stratos Wealth Partners
Ohio
$2.04M
ADL
283
Asset Dedication LLC
California
$2.03M
M
284
MYeCFO
California
$1.93M
RPGK
285
Retirement Planning Group (Kansas)
Kansas
$1.92M
BFG
286
Berger Financial Group
Minnesota
$1.91M
RIA
287
Regal Investment Advisors
Michigan
$1.9M
SG
288
StoneX Group
New York
$1.9M
YIH
289
Y-Intercept (HK)
Hong Kong
$1.89M
BFG
290
Bleakley Financial Group
New Jersey
$1.88M
EA
291
Emerald Advisors
Washington
$1.87M
BL
292
BCWM LLC
Kansas
$1.86M
ECM
293
Evergreen Capital Management
Washington
$1.86M
IC
294
IEQ Capital
California
$1.86M
IA
295
IFP Advisors
Florida
$1.81M
SCM
296
SCS Capital Management
Massachusetts
$1.8M
RWM
297
Ritholtz Wealth Management
New York
$1.79M
MMA
298
Miracle Mile Advisors
California
$1.76M
SAF
299
Smith Anglin Financial
Texas
$1.76M
MFT
300
Moisand Fitzgerald Tamayo
Florida
$1.75M