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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
EH
326
Equitable Holdings
New York
$1.35M
Koshinski Asset Management
327
Koshinski Asset Management
Illinois
$1.35M
LJAC
328
L.J. Altfest & Co
New York
$1.35M
OSAM
329
O'Shaughnessy Asset Management
Connecticut
$1.35M
LIWM
330
Long Island Wealth Management
New York
$1.34M
KAM
331
KEB Asset Management
Illinois
$1.34M
JC
332
Jentner Corp
Ohio
$1.33M
IJWM
333
Inman Jager Wealth Management
Mississippi
$1.32M
CWM
334
Cornerstone Wealth Management
Missouri
$1.32M
MCC
335
Money Concepts Capital
Florida
$1.32M
SOS
336
Silver Oak Securities
Tennessee
$1.31M
AWE
337
Avidian Wealth Enterprises
Texas
$1.31M
WCM
338
Whitener Capital Management
North Carolina
$1.3M
SCM
339
SOL Capital Management
Maryland
$1.28M
AL
340
Aspiriant LLC
California
$1.28M
SWM
341
Seed Wealth Management
Illinois
$1.27M
LA
342
LexAurum Advisors
Kansas
$1.27M
BWM
343
BCGM Wealth Management
Indiana
$1.27M
ZIM
344
Zacks Investment Management
Illinois
$1.26M
CP
345
Creekside Partners
California
$1.26M
KJWM
346
Kiley Juergens Wealth Management
Washington
$1.26M
WANY
347
Wealthspire Advisors (New York)
New York
$1.26M
KHC
348
Koesten Hirschmann & Crabtree
Kansas
$1.25M
VFA
349
Valeo Financial Advisors
Indiana
$1.24M
NRI
350
NFP Retirement Inc
California
$1.24M