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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
RCM
501
Radnor Capital Management
Pennsylvania
$504K
WPC
502
Wedmont Private Capital
Pennsylvania
$504K
WSFS
503
Wilmington Savings Fund Society
Delaware
$504K
JCIA
504
Jackson Creek Investment Advisors
Colorado
$494K
ZF
505
Zhang Financial
Michigan
$492K
CAP
506
Columbia Advisory Partners
Washington
$485K
TYCC
507
Texas Yale Capital Corp
Florida
$484K
CWP
508
Cyndeo Wealth Partners
Florida
$481K
WC
509
Waterloo Capital
Texas
$481K
GA
510
Goldstein Advisors
Wisconsin
$479K
AIS
511
American Investment Services
Massachusetts
$479K
LAM
512
L2 Asset Management
Massachusetts
$475K
HWA
513
Heritage Wealth Architects
Minnesota
$471K
SFWC
514
Strategic Family Wealth Counselors
New Jersey
$471K
CBA
515
Coastal Bridge Advisors
Connecticut
$469K
SSW
516
Stone Summit Wealth
Florida
$468K
LIA
517
Lynx Investment Advisory
District of Columbia
$468K
WPA
518
Wealth Preservation Advisors
Tennessee
$464K
KWM
519
Kingsview Wealth Management
Oregon
$453K
TAP
520
Tounjian Advisory Partners
Florida
$451K
BTI
521
Blue Trust Inc
Georgia
$451K
BFA
522
Blueprint Financial Advisors
North Carolina
$445K
SAG
523
SageView Advisory Group
California
$445K
SSWM
524
Smith Salley Wealth Management
North Carolina
$445K
JPLA
525
Joseph P. Lucia & Associates
New York
$441K