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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
BA
651
Bellwether Advisors
Nebraska
$262K
AIM
652
Aspen Investment Management
Michigan
$260K
MFC
653
Morris Financial Concepts
South Carolina
$260K
TPBG
654
Turning Point Benefit Group
Maryland
$260K
CRC
655
Curi RMB Capital
Illinois
$259K
JIC
656
Joel Isaacson & Co
New York
$259K
HBW
657
Hazlett, Burt & Watson
West Virginia
$258K
MLA
658
My Legacy Advisors
Oregon
$257K
RWM
659
RBA Wealth Management
California
$257K
OCPWS
660
One Charles Private Wealth Services
Massachusetts
$256K
AWM
661
Aprio Wealth Management
Georgia
$256K
BMO
662
Beck Mack & Oliver
New York
$253K
AC
663
Apella Capital
Connecticut
$252K
AWA
664
Acorn Wealth Advisors
Michigan
$250K
HIF
665
Hill Island Financial
Michigan
$249K
IWP
666
IAG Wealth Partners
Wisconsin
$249K
GWMR
667
GC Wealth Management RIA
Massachusetts
$246K
SP
668
Stonebrook Private
Michigan
$245K
SNBOSD
669
Security National Bank of So Dak
Iowa
$245K
FWS
670
FinDec Wealth Services
California
$245K
IA
671
IFG Advisory
Georgia
$244K
LWL
672
Leo Wealth LLC
Texas
$241K
SPC
673
Sigma Planning Corp
Michigan
$240K
KPWG
674
KFA Private Wealth Group
Virginia
$240K
TWM
675
TCFG Wealth Management
California
$239K