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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
LAIC
301
Lederer & Associates Investment Counsel
California
$1.72M
SA
302
Stewardship Advisors
Pennsylvania
$1.68M
Janney Montgomery Scott
303
Janney Montgomery Scott
Pennsylvania
$1.67M
AAP
304
Arax Advisory Partners
Colorado
$1.62M
PA
305
Parallel Advisors
California
$1.62M
BIA
306
Bigelow Investment Advisors
Maine
$1.61M
Jones Financial Companies
307
Jones Financial Companies
Missouri
$1.59M
Goldman Sachs
308
Goldman Sachs
New York
$1.59M
TNA
309
True North Advisors
Texas
$1.59M
NWAG
310
Net Worth Advisory Group
Utah
$1.56M
BI
311
Binnacle Investments
Iowa
$1.54M
S
312
SignatureFD
Georgia
$1.53M
AssetMark Inc
313
AssetMark Inc
California
$1.53M
KP
314
Keel Point
Alabama
$1.52M
MWA
315
Monograph Wealth Advisors
California
$1.51M
AWM
316
Apollon Wealth Management
South Carolina
$1.51M
KFG
317
Kelly Financial Group
Connecticut
$1.48M
MW
318
Maia Wealth
Colorado
$1.48M
NHT
319
New Hampshire Trust
New Hampshire
$1.46M
AT
320
American Trust
Kentucky
$1.46M
EA
321
Enclave Advisors
Texas
$1.45M
CAG
322
Csenge Advisory Group
Florida
$1.44M
GHA
323
GW Henssler & Associates
Georgia
$1.43M
Rockefeller Capital Management
324
Rockefeller Capital Management
New York
$1.37M
AQR Capital Management
325
AQR Capital Management
Connecticut
$1.37M