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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
VFA
351
Valeo Financial Advisors
Indiana
$1.24M
NRI
352
NFP Retirement Inc
California
$1.24M
ES
353
ETF Store
Kansas
$1.23M
CCM
354
Condor Capital Management
New Jersey
$1.22M
TGAM
355
TBH Global Asset Management
Tennessee
$1.22M
CA
356
Continuum Advisory
Idaho
$1.21M
UAG
357
United Advisor Group
Ohio
$1.21M
GCA
358
Gradient Capital Advisors
California
$1.19M
VCWA
359
Vanguard Capital Wealth Advisors
Colorado
$1.19M
JFG
360
JMG Financial Group
Illinois
$1.19M
BRWA
361
B. Riley Wealth Advisors
Florida
$1.18M
IAS
362
IMA Advisory Services
Colorado
$1.18M
KF
363
K2 Financial
California
$1.17M
RI
364
Ridgewood Investments
New Jersey
$1.16M
CA
365
CGN Advisors
Kansas
$1.16M
William Blair & Company
366
William Blair & Company
Illinois
$1.15M
AIM
367
Avity Investment Management
Connecticut
$1.14M
PL
368
Plancorp LLC
Missouri
$1.14M
CAAM
369
Cornerstone Advisors Asset Management
Pennsylvania
$1.13M
CCWM
370
Cassaday & Co Wealth Management
Virginia
$1.13M
HTC
371
Haverford Trust Company
Pennsylvania
$1.13M
CCC
372
Compass Capital Corp
Massachusetts
$1.12M
KC
373
Knuff & Co
California
$1.12M
PAG
374
Private Advisor Group
New Jersey
$1.12M
MOS
375
MGO One Seven
Ohio
$1.11M