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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
TFA
51
Teamwork Financial Advisors
Texas
$27.7M
Cerity Partners
52
Cerity Partners
New York
$27.6M
GIA
53
GHP Investment Advisors
Colorado
$27.3M
MCM
54
MAI Capital Management
Ohio
$27M
MT
55
Midwest Trust
Kansas
$26.2M
TWM
56
Tradition Wealth Management
Minnesota
$26.1M
FAN
57
Financial Advisors Network
California
$25.3M
MFG
58
Merit Financial Group
Georgia
$23.6M
AIA
59
Ally Invest Advisors
North Carolina
$23.3M
MML Investors Services
60
MML Investors Services
Massachusetts
$23M
FFN
61
Focus Financial Network
Minnesota
$22.9M
PCIA
62
Prime Capital Investment Advisors
Kansas
$22.2M
PA
63
Persium Advisors
Georgia
$21.7M
SFG
64
Sage Financial Group
Pennsylvania
$21.5M
Creative Planning
65
Creative Planning
Kansas
$21.4M
CCWA
66
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$21.1M
FCI
67
Financial Counselors Inc
Kansas
$20.8M
NFW
68
Noble Family Wealth
Florida
$20M
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$19.5M
KAS
70
Kestra Advisory Services
Texas
$19.4M
MWP
71
Meriwether Wealth & Planning
Louisiana
$19.2M
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$19.2M
EFG
73
Ethos Financial Group
Pennsylvania
$18.5M
Focus Partners Wealth
74
Focus Partners Wealth
Massachusetts
$18.5M
DP
75
Denver PWM
Colorado
$18.3M