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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
DT
676
Diversified Trust
Tennessee
$239K
Vanguard Group
677
Vanguard Group
Pennsylvania
$239K
KIA
678
KCM Investment Advisors
California
$238K
BLFG
679
Brian Low Financial Group
Louisiana
$236K
MC
680
Matisse Capital
Oregon
$235K
OAM
681
Oppenheimer Asset Management
New York
$232K
QCM
682
QRG Capital Management
Illinois
$232K
WHCFA
683
William Howard & Co Financial Advisors
Tennessee
$231K
ZIC
684
ZWJ Investment Counsel
Georgia
$231K
LFS
685
Lutz Financial Services
Nebraska
$229K
FWM
686
Focused Wealth Management
New York
$228K
WG
687
Wealth Group
North Carolina
$228K
CA
688
CWC Advisors
Oregon
$227K
HAP
689
Harbor Asset Planning
Massachusetts
$226K
PWM
690
Penobscot Wealth Management
Maine
$225K
AIM
691
Anchor Investment Management
South Carolina
$225K
SIC
692
Salem Investment Counselors
North Carolina
$225K
AG
693
Advocate Group
Minnesota
$224K
AC
694
AlphaCore Capital
California
$223K
RWM
695
Rialto Wealth Management
New York
$222K
PWPS
696
Pinnacle Wealth Planning Services
Ohio
$222K
GLA
697
Good Life Advisors
Pennsylvania
$221K
LSL
698
Legacy Solutions LLC
Pennsylvania
$219K
FG
699
Foster Group
Iowa
$218K
CAM
700
Clark Asset Management
New Hampshire
$218K