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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
CIP
451
Capital Insight Partners
Arizona
$680K
SQA
452
Simon Quick Advisors
New Jersey
$676K
AA
453
Aire Advisors
California
$674K
ACI
454
Alpha Cubed Investments
California
$671K
TCM
455
Towercrest Capital Management
Pennsylvania
$671K
AWMG
456
Alliance Wealth Management Group
New Jersey
$671K
GWM
457
GSB Wealth Management
Connecticut
$670K
BJL
458
Brighton Jones LLC
Washington
$669K
VWA
459
VSM Wealth Advisory
Maryland
$667K
MCM
460
MidAtlantic Capital Management
Virginia
$667K
Kovitz Investment Group Partners
461
Kovitz Investment Group Partners
Illinois
$655K
SWM
462
Sculati Wealth Management
Michigan
$655K
LF
463
Lantz Financial
Illinois
$653K
TRCT
464
Tower Research Capital (TRC)
New York
$650K
RMC
465
Ring Mountain Capital
California
$648K
WMG
466
WESCAP Management Group
California
$641K
HWA
467
HMV Wealth Advisors
Louisiana
$628K
CAM
468
Carret Asset Management
New York
$626K
SAM
469
Smartleaf Asset Management
Massachusetts
$616K
MAG
470
Mayfair Advisory Group
Alabama
$614K
LWM
471
LongView Wealth Management
Georgia
$605K
UFA
472
Uptown Financial Advisors
Texas
$605K
SW
473
SkyOak Wealth
Michigan
$603K
MIA
474
Milestone Investment Advisors
Wisconsin
$603K
GG
475
Greenwood Gearhart
Arkansas
$600K