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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
ES
351
ETF Store
Kansas
$1.23M
CCM
352
Condor Capital Management
New Jersey
$1.22M
TGAM
353
TBH Global Asset Management
Tennessee
$1.22M
CA
354
Continuum Advisory
Idaho
$1.21M
UAG
355
United Advisor Group
Ohio
$1.21M
GCA
356
Gradient Capital Advisors
California
$1.19M
VCWA
357
Vanguard Capital Wealth Advisors
Colorado
$1.19M
JFG
358
JMG Financial Group
Illinois
$1.19M
BRWA
359
B. Riley Wealth Advisors
Florida
$1.18M
IAS
360
IMA Advisory Services
Colorado
$1.18M
KF
361
K2 Financial
California
$1.17M
RI
362
Ridgewood Investments
New Jersey
$1.16M
CA
363
CGN Advisors
Kansas
$1.16M
William Blair & Company
364
William Blair & Company
Illinois
$1.15M
AIM
365
Avity Investment Management
Connecticut
$1.14M
PL
366
Plancorp LLC
Missouri
$1.14M
CAAM
367
Cornerstone Advisors Asset Management
Pennsylvania
$1.13M
CCWM
368
Cassaday & Co Wealth Management
Virginia
$1.13M
HTC
369
Haverford Trust Company
Pennsylvania
$1.13M
CCC
370
Compass Capital Corp
Massachusetts
$1.12M
KC
371
Knuff & Co
California
$1.12M
PAG
372
Private Advisor Group
New Jersey
$1.12M
MOS
373
MGO One Seven
Ohio
$1.11M
FTUS
374
Flow Traders U.S.
New York
$1.11M
JF
375
Joule Financial
Kentucky
$1.11M