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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
Rockefeller Capital Management
326
Rockefeller Capital Management
New York
$1.37M
AQR Capital Management
327
AQR Capital Management
Connecticut
$1.37M
EH
328
Equitable Holdings
New York
$1.35M
Koshinski Asset Management
329
Koshinski Asset Management
Illinois
$1.35M
LJAC
330
L.J. Altfest & Co
New York
$1.35M
OSAM
331
O'Shaughnessy Asset Management
Connecticut
$1.35M
LIWM
332
Long Island Wealth Management
New York
$1.34M
KAM
333
KEB Asset Management
Illinois
$1.34M
JC
334
Jentner Corp
Ohio
$1.33M
IJWM
335
Inman Jager Wealth Management
Mississippi
$1.32M
CWM
336
Cornerstone Wealth Management
Missouri
$1.32M
MCC
337
Money Concepts Capital
Florida
$1.32M
SOS
338
Silver Oak Securities
Tennessee
$1.31M
AWE
339
Avidian Wealth Enterprises
Texas
$1.31M
WCM
340
Whitener Capital Management
North Carolina
$1.3M
SCM
341
SOL Capital Management
Maryland
$1.28M
AL
342
Aspiriant LLC
California
$1.28M
SWM
343
Seed Wealth Management
Illinois
$1.27M
LA
344
LexAurum Advisors
Kansas
$1.27M
BWM
345
BCGM Wealth Management
Indiana
$1.27M
ZIM
346
Zacks Investment Management
Illinois
$1.26M
CP
347
Creekside Partners
California
$1.26M
KJWM
348
Kiley Juergens Wealth Management
Washington
$1.26M
WANY
349
Wealthspire Advisors (New York)
New York
$1.26M
KHC
350
Koesten Hirschmann & Crabtree
Kansas
$1.25M