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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
RA
426
RFG Advisory
Alabama
$797K
MAM
427
Marquette Asset Management
Minnesota
$796K
WA
428
WPG Advisers
Maryland
$793K
GT
429
Greenleaf Trust
Michigan
$793K
CPIG
430
Chicago Partners Investment Group
Illinois
$792K
SPIA
431
Steward Partners Investment Advisory
New York
$785K
BWP
432
Bernardo Wealth Planning
Pennsylvania
$781K
IF
433
Ironwood Financial
Arizona
$770K
BFO
434
Biltmore Family Office
North Carolina
$762K
SEIA
435
Signature Estate & Investment Advisors
California
$746K
NAMNJ
436
NorthStar Asset Management (New Jersey)
New Jersey
$745K
AWP
437
Atlas Wealth Partners
Pennsylvania
$733K
UB
438
UMB Bank
Missouri
$732K
NCM
439
Northwest Capital Management
Oregon
$729K
WDL
440
Well Done LLC
Michigan
$727K
Bank of Montreal
441
Bank of Montreal
Ontario, Canada
$719K
SPL
442
Smart Portfolios LLC
Washington
$718K
AG
443
Ascent Group
Virginia
$718K
EHC
444
Everett Harris & Co
California
$714K
PFGIA
445
Patriot Financial Group Insurance Agency
Massachusetts
$709K
C
446
Certuity
Florida
$705K
RSWA
447
Robinson Smith Wealth Advisors
Maine
$704K
PAS
448
Park Avenue Securities
New York
$698K
FAG
449
Fortitude Advisory Group
Washington
$685K
WAM
450
WNY Asset Management
New York
$685K