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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
MAM
426
Marquette Asset Management
Minnesota
$796K
WA
427
WPG Advisers
Maryland
$793K
GT
428
Greenleaf Trust
Michigan
$793K
CPIG
429
Chicago Partners Investment Group
Illinois
$792K
SPIA
430
Steward Partners Investment Advisory
New York
$785K
BWP
431
Bernardo Wealth Planning
Pennsylvania
$781K
IF
432
Ironwood Financial
Arizona
$770K
BFO
433
Biltmore Family Office
North Carolina
$762K
SEIA
434
Signature Estate & Investment Advisors
California
$746K
NAMNJ
435
NorthStar Asset Management (New Jersey)
New Jersey
$745K
AWP
436
Atlas Wealth Partners
Pennsylvania
$733K
UB
437
UMB Bank
Missouri
$732K
NCM
438
Northwest Capital Management
Oregon
$729K
WDL
439
Well Done LLC
Michigan
$727K
Bank of Montreal
440
Bank of Montreal
Ontario, Canada
$719K
SPL
441
Smart Portfolios LLC
Washington
$718K
AG
442
Ascent Group
Virginia
$718K
EHC
443
Everett Harris & Co
California
$714K
PFGIA
444
Patriot Financial Group Insurance Agency
Massachusetts
$709K
C
445
Certuity
Florida
$705K
RSWA
446
Robinson Smith Wealth Advisors
Maine
$704K
PAS
447
Park Avenue Securities
New York
$698K
FAG
448
Fortitude Advisory Group
Washington
$685K
WAM
449
WNY Asset Management
New York
$685K
Comerica Bank
450
Comerica Bank
Texas
$682K