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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
SPA
601
Sentinel Pension Advisors
Massachusetts
$337K
CTA
602
Chesley Taft & Associates
Illinois
$336K
AIM
603
AHL Investment Management
Florida
$335K
EPM
604
Elm Partners Management
Pennsylvania
$335K
Citigroup
605
Citigroup
New York
$335K
LA
606
LWM Advisors
California
$333K
QHA
607
Quarry Hill Advisors
Minnesota
$328K
CA
608
Cambridge Advisors
Nebraska
$327K
AI
609
Atria Investments
North Carolina
$325K
RPGNY
610
Retirement Planning Group (New York)
New York
$323K
CF
611
Centaurus Financial
California
$319K
FA
612
FSA Advisors
Michigan
$318K
PWMG
613
Prestige Wealth Management Group
New Jersey
$317K
KA
614
Klingman & Associates
New York
$317K
AIA
615
AIMZ Investment Advisors
California
$315K
EAM
616
Evanson Asset Management
California
$313K
FWTB
617
First Western Trust Bank
Colorado
$313K
FPCP
618
Fort Point Capital Partners
California
$307K
SIA
619
SeaBridge Investment Advisors
New Jersey
$305K
TI
620
Truepoint Inc
Ohio
$304K
FSWA
621
Financial Synergies Wealth Advisors
Texas
$296K
DI
622
Disciplined Investors
Texas
$294K
FFS
623
Founders Financial Securities
Maryland
$293K
FWI
624
Facet Wealth Inc
Maryland
$293K
PCA
625
Prosperity Capital Advisors
Ohio
$291K