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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
GG
476
Greenwood Gearhart
Arkansas
$600K
AA
477
Alesco Advisors
New York
$597K
MGWM
478
Marks Group Wealth Management
Minnesota
$597K
PGFC
479
Peapack-Gladstone Financial Corp
New Jersey
$596K
SFG
480
Sovereign Financial Group
Connecticut
$577K
RWP
481
Revolve Wealth Partners
New Jersey
$575K
PNC Financial Services Group
482
PNC Financial Services Group
Pennsylvania
$570K
BWA
483
Beam Wealth Advisors
Louisiana
$566K
CIR
484
Clear Investment Research
Georgia
$565K
FWM
485
Fonville Wealth Management
Virginia
$560K
BBW
486
Blue Barn Wealth
Utah
$553K
MC
487
McCarthy & Cox
Ohio
$549K
RA
488
Resolute Advisors
California
$548K
GC
489
Gilbert & Cook
Iowa
$547K
CFFP
490
Center for Financial Planning
Michigan
$540K
IWN
491
Independent Wealth Network
Iowa
$537K
OWP
492
Obermeyer Wealth Partners
Colorado
$535K
ACA
493
Atlas Capital Advisors
Wyoming
$535K
WFA
494
WMG Financial Advisors
Tennessee
$531K
SA
495
Seneschal Advisors
Washington
$530K
DWT
496
Dorsey & Whitney Trust
South Dakota
$528K
SMA
497
Sage Mountain Advisors
Georgia
$515K
QCM
498
Quantinno Capital Management
New York
$514K
AFP
499
Ausdal Financial Partners
Iowa
$509K
FIA
500
Foundations Investment Advisors
Arizona
$507K