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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
APW
576
Aurora Private Wealth
New Jersey
$363K
FFA
577
Fi3 Financial Advisors
Indiana
$362K
ML
578
Mayport LLC
Massachusetts
$360K
IFPL
579
Investments & Financial Planning LLC
Kentucky
$360K
HIIFS
580
Harel Insurance Investments & Financial Services
Israel
$360K
Brown Advisory
581
Brown Advisory
Maryland
$358K
MCM
582
Mengis Capital Management
Oregon
$356K
GCM
583
G2 Capital Management
Ohio
$355K
SWA
584
Sterling Wealth Advisors
Florida
$355K
CHA
585
Cooper/Haims Advisors
New York
$354K
IAA
586
Independent Advisor Alliance
North Carolina
$353K
PAYA
587
Phil A. Younker & Associates
Alaska
$350K
MAM
588
Marotta Asset Management
Virginia
$350K
MCP
589
Mirador Capital Partners
California
$348K
Qube Research & Technologies (QRT)
590
Qube Research & Technologies (QRT)
United Kingdom
$347K
ACA
591
Aptus Capital Advisors
Alabama
$347K
CD
592
Chapin Davis
Maryland
$346K
VCA
593
Verdence Capital Advisors
Maryland
$345K
HWA
594
HHM Wealth Advisors
Tennessee
$344K
RFA
595
Resurgent Financial Advisors
Georgia
$344K
AAM
596
Austin Asset Management
Texas
$344K
BIA
597
Bell Investment Advisors
California
$342K
AIA
598
Accelerate Investment Advisors
California
$340K
HC
599
Hurley Capital
New York
$337K
AIA
600
Allied Investment Advisors
Montana
$337K