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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
P
551
&Partners
Tennessee
$406K
SB
552
Strategic Blueprint
Georgia
$404K
HI
553
Harbour Investments
Wisconsin
$404K
CFG
554
Certior Financial Group
Pennsylvania
$400K
SWM
555
Schwallier Wealth Management
Michigan
$397K
BWM
556
Brickley Wealth Management
California
$390K
BMCM
557
Bryn Mawr Capital Management
Pennsylvania
$390K
SC
558
Schoolcraft Capital
Colorado
$388K
TLA
559
Tanglewood Legacy Advisors
Texas
$386K
FCA
560
FLC Capital Advisors
California
$385K
Legacy Financial Group (Iowa)
561
Legacy Financial Group (Iowa)
Iowa
$383K
USCWA
562
U.S. Capital Wealth Advisors
Texas
$383K
TVM
563
True Vision MN
Minnesota
$378K
IAIM
564
International Assets Investment Management
Florida
$376K
LF
565
LifeSteps Financial
California
$375K
MA
566
MONECO Advisors
Connecticut
$375K
ABC
567
Associated Banc-Corp
Wisconsin
$372K
PIMG
568
Patriot Investment Management Group
Tennessee
$372K
TC
569
Tenret Company
Florida
$369K
VDI
570
Vaughan David Investments
Illinois
$369K
WP
571
Westmount Partners
California
$367K
DWM
572
DecisionMap Wealth Management
Virginia
$366K
GWA
573
Geometric Wealth Advisors
District of Columbia
$366K
MWP
574
Meredith Wealth Planning
Illinois
$366K
FA
575
FF Advisors
California
$364K