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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
TCM
526
TruNorth Capital Management
Michigan
$440K
CRFG
527
Columbia River Financial Group
Washington
$439K
CIBC Private Wealth Group
528
CIBC Private Wealth Group
Georgia
$438K
OC
529
Oarsman Capital
Wisconsin
$436K
TF
530
Theory Financial
Colorado
$435K
BW
531
Basepoint Wealth
Iowa
$434K
SIA
532
Soltis Investment Advisors
Utah
$433K
SPWM
533
Schrum Private Wealth Management
Florida
$430K
PIN
534
Prudent Investors Network
California
$429K
WP
535
Wealthspan Partners
Iowa
$429K
Citadel Advisors
536
Citadel Advisors
Florida
$429K
KLI
537
Kelman-Lazarov Inc
Tennessee
$425K
CFD
538
Creative Financial Designs
Indiana
$424K
VCP
539
Vista Capital Partners
Oregon
$423K
AWM
540
Avior Wealth Management
Nebraska
$423K
AWM
541
Accurate Wealth Management
Florida
$422K
CAL
542
Capital Analysts LLC
Pennsylvania
$418K
PGAM
543
Princeton Global Asset Management
New Jersey
$418K
BIM
544
Bridges Investment Management
Nebraska
$417K
RIM
545
Rockbridge Investment Management
New York
$416K
CIA
546
Cascade Investment Advisors
Oregon
$413K
LWM
547
Lakeridge Wealth Management
Ohio
$413K
FA
548
Fountainhead AM
New Jersey
$413K
DIS
549
Diversified Investment Strategies
Louisiana
$409K
AAS
550
Ameritas Advisory Services
Nebraska
$408K