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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
CWM
401
Chesapeake Wealth Management
Virginia
$906K
ATI
402
ARK & TLK Investments
Oklahoma
$901K
SPI
403
Santori & Peters Inc
Pennsylvania
$899K
S
404
Sachetta
Massachusetts
$892K
CIAS
405
Capital Investment Advisory Services
North Carolina
$891K
PWM
406
Partners Wealth Management
California
$888K
SWM
407
Stark Wealth Management
Pennsylvania
$884K
ONB
408
Old National Bancorp
Indiana
$880K
LPAM
409
Lodestar Private Asset Management
California
$879K
SMF
410
Scott Marsh Financial
Utah
$878K
BFA
411
Beaumont Financial Advisors
Massachusetts
$871K
SAM
412
Secure Asset Management
Michigan
$862K
MPWT
413
MassMutual Private Wealth & Trust
Connecticut
$857K
D.E. Shaw & Co
414
D.E. Shaw & Co
New York
$855K
WI
415
Westbourne Investments
Virginia
$853K
RDWM
416
Red Door Wealth Management
Tennessee
$848K
WA
417
WBH Advisory
Maryland
$843K
CWA
418
CM Wealth Advisors
Ohio
$832K
PCWA
419
Pacific Capital Wealth Advisors
California
$831K
DADC
420
D.A. Davidson & Co
Montana
$830K
JIC
421
Johnson Investment Counsel
Ohio
$824K
AF
422
Advisornet Financial
Minnesota
$809K
KFA
423
Kelleher Financial Advisors
New York
$809K
BFS
424
Burkett Financial Services
South Carolina
$807K
RA
425
RFG Advisory
Alabama
$797K