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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
AA
476
Alesco Advisors
New York
$597K
MGWM
477
Marks Group Wealth Management
Minnesota
$597K
PGFC
478
Peapack-Gladstone Financial Corp
New Jersey
$596K
SFG
479
Sovereign Financial Group
Connecticut
$577K
RWP
480
Revolve Wealth Partners
New Jersey
$575K
PNC Financial Services Group
481
PNC Financial Services Group
Pennsylvania
$570K
BWA
482
Beam Wealth Advisors
Louisiana
$566K
CIR
483
Clear Investment Research
Georgia
$565K
FWM
484
Fonville Wealth Management
Virginia
$560K
BBW
485
Blue Barn Wealth
Utah
$553K
MC
486
McCarthy & Cox
Ohio
$549K
RA
487
Resolute Advisors
California
$548K
GC
488
Gilbert & Cook
Iowa
$547K
CFFP
489
Center for Financial Planning
Michigan
$540K
IWN
490
Independent Wealth Network
Iowa
$537K
OWP
491
Obermeyer Wealth Partners
Colorado
$535K
ACA
492
Atlas Capital Advisors
Wyoming
$535K
WFA
493
WMG Financial Advisors
Tennessee
$531K
SA
494
Seneschal Advisors
Washington
$530K
DWT
495
Dorsey & Whitney Trust
South Dakota
$528K
SMA
496
Sage Mountain Advisors
Georgia
$515K
QCM
497
Quantinno Capital Management
New York
$514K
AFP
498
Ausdal Financial Partners
Iowa
$509K
FIA
499
Foundations Investment Advisors
Arizona
$507K
RCM
500
Radnor Capital Management
Pennsylvania
$504K