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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
LFG
376
Larson Financial Group
Missouri
$1.11M
AIM
377
Athena Investment Management
California
$1.07M
FCB
378
First County Bank
Connecticut
$1.06M
MC
379
Montag & Caldwell
Georgia
$1.03M
BCWM
380
Bartlett & Co Wealth Management
Ohio
$1.01M
DAS
381
Diversify Advisory Services
Utah
$1M
VST
382
Van Strum & Towne
California
$999K
BEI
383
Benjamin Edwards Inc
Missouri
$997K
SC
384
SouthState Corp
Florida
$991K
SCA
385
Stonebridge Capital Advisors
Minnesota
$981K
KA
386
Kovack Advisors
Florida
$965K
TA
387
Tactive Advisors
Florida
$957K
WAP
388
Wealthcare Advisory Partners
Pennsylvania
$955K
VP
389
Verum Partners
North Carolina
$950K
BDFN
390
Bond & Devick Financial Network
Minnesota
$949K
HCWM
391
Hidden Cove Wealth Management
Washington
$945K
MSWMA
392
Market Street Wealth Management Advisors
Indiana
$942K
QPWM
393
Quadrant Private Wealth Management
Pennsylvania
$934K
KCM
394
Kathmere Capital Management
Pennsylvania
$932K
NAS
395
NWF Advisory Services
California
$931K
HI
396
Hoey Investments
Pennsylvania
$923K
FAIM
397
Financial Advocates Investment Management
Washington
$918K
LWANC
398
Laurel Wealth Advisors (North Carolina)
North Carolina
$915K
BL
399
BFSG LLC
California
$915K
SWA
400
Sax Wealth Advisors
New Jersey
$914K