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