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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
Comerica Bank
451
Comerica Bank
Texas
$682K
CIP
452
Capital Insight Partners
Arizona
$680K
SQA
453
Simon Quick Advisors
New Jersey
$676K
AA
454
Aire Advisors
California
$674K
ACI
455
Alpha Cubed Investments
California
$671K
AWMG
456
Alliance Wealth Management Group
New Jersey
$671K
TCM
457
Towercrest Capital Management
Pennsylvania
$671K
GWM
458
GSB Wealth Management
Connecticut
$670K
BJL
459
Brighton Jones LLC
Washington
$669K
VWA
460
VSM Wealth Advisory
Maryland
$667K
MCM
461
MidAtlantic Capital Management
Virginia
$667K
Kovitz Investment Group Partners
462
Kovitz Investment Group Partners
Illinois
$655K
SWM
463
Sculati Wealth Management
Michigan
$655K
LF
464
Lantz Financial
Illinois
$653K
TRCT
465
Tower Research Capital (TRC)
New York
$650K
RMC
466
Ring Mountain Capital
California
$648K
WMG
467
WESCAP Management Group
California
$641K
HWA
468
HMV Wealth Advisors
Louisiana
$628K
CAM
469
Carret Asset Management
New York
$626K
SAM
470
Smartleaf Asset Management
Massachusetts
$616K
MAG
471
Mayfair Advisory Group
Alabama
$614K
LWM
472
LongView Wealth Management
Georgia
$605K
UFA
473
Uptown Financial Advisors
Texas
$605K
SW
474
SkyOak Wealth
Michigan
$603K
MIA
475
Milestone Investment Advisors
Wisconsin
$603K