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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
SIA
626
SGL Investment Advisors
Montana
$291K
MAMG
627
Milestone Asset Management Group
Connecticut
$290K
GAA
628
Guardian Asset Advisors
Pennsylvania
$289K
FRA
629
Front Row Advisors
California
$288K
HCP
630
Hardin Capital Partners
South Carolina
$283K
HCM
631
Hengehold Capital Management
Ohio
$282K
CW
632
Code Waechter
Florida
$281K
APG
633
Abacus Planning Group
South Carolina
$278K
FCH
634
Freestone Capital Holdings
Washington
$278K
AWM
635
Accel Wealth Management
Iowa
$278K
CIA
636
Capital Investment Advisors
Georgia
$277K
WW
637
Waterfront Wealth
Kansas
$277K
Natixis Advisors
638
Natixis Advisors
Massachusetts
$277K
HWA
639
Hillcrest Wealth Advisors
New Jersey
$277K
SC
640
Shearwater Capital
Colorado
$276K
JWA
641
JFS Wealth Advisors
Pennsylvania
$276K
PFBT
642
Parkside Financial Bank & Trust
Missouri
$274K
GWM
643
Gibbs Wealth Management
Georgia
$273K
DFA
644
DHJJ Financial Advisors
Illinois
$273K
PS
645
Principal Securities
Iowa
$272K
FWM
646
Forza Wealth Management
Florida
$270K
B
647
Bensler
Washington
$270K
CIC
648
Cutler Investment Counsel
Oregon
$269K
AIM
649
Acropolis Investment Management
Missouri
$268K
NCFG
650
New Century Financial Group
New Jersey
$266K