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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
FTUS
376
Flow Traders U.S.
New York
$1.11M
JF
377
Joule Financial
Kentucky
$1.11M
LFG
378
Larson Financial Group
Missouri
$1.11M
AIM
379
Athena Investment Management
California
$1.07M
FCB
380
First County Bank
Connecticut
$1.06M
MC
381
Montag & Caldwell
Georgia
$1.03M
BCWM
382
Bartlett & Co Wealth Management
Ohio
$1.01M
DAS
383
Diversify Advisory Services
Utah
$1M
VST
384
Van Strum & Towne
California
$999K
BEI
385
Benjamin Edwards Inc
Missouri
$997K
SC
386
SouthState Corp
Florida
$991K
SCA
387
Stonebridge Capital Advisors
Minnesota
$981K
KA
388
Kovack Advisors
Florida
$965K
TA
389
Tactive Advisors
Florida
$957K
WAP
390
Wealthcare Advisory Partners
Pennsylvania
$955K
VP
391
Verum Partners
North Carolina
$950K
BDFN
392
Bond & Devick Financial Network
Minnesota
$949K
HCWM
393
Hidden Cove Wealth Management
Washington
$945K
MSWMA
394
Market Street Wealth Management Advisors
Indiana
$942K
QPWM
395
Quadrant Private Wealth Management
Pennsylvania
$934K
KCM
396
Kathmere Capital Management
Pennsylvania
$932K
NAS
397
NWF Advisory Services
California
$931K
HI
398
Hoey Investments
Pennsylvania
$923K
FAIM
399
Financial Advocates Investment Management
Washington
$918K
BL
400
BFSG LLC
California
$915K