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Schwab US Large-Cap Value ETF

866 hedge funds and large institutions have $9.41B 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, 269 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
866
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
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
WS
726
Wedbush Securities
California
$201K
FSBI
727
Fearless Solutions (Best Invest)
Texas
$200K
GI
728
GAMMA Investing
California
$200K
GA
729
GoalVest Advisory
New York
$190K
FVIM
730
Fort Vancouver Investment Management
Washington
$187K
CCM
731
Chilton Capital Management
Texas
$177K
WPA
732
West Paces Advisors
Georgia
$174K
SIS
733
Strategic Investment Solutions
Illinois
$165K
RF
734
Robbins Farley
New Hampshire
$164K
BlackRock
735
BlackRock
New York
$158K
CAM
736
Costello Asset Management
Pennsylvania
$148K
AIA
737
Arcadia Investment Advisors
Idaho
$146K
VNA
738
Valley National Advisers
Pennsylvania
$144K
MIA
739
MeadowBrook Investment Advisors
Michigan
$138K
CA
740
CoreCap Advisors
Michigan
$128K
PTC
741
Private Trust Company
Ohio
$128K
KSB
742
Kennebec Savings Bank
Maine
$127K
HFS
743
Hantz Financial Services
Michigan
$126K
MTIC
744
Missouri Trust & Investment Company
Missouri
$124K
Russell Investments Group
745
Russell Investments Group
United Kingdom
$122K
TCM
746
TD Capital Management
Tennessee
$122K
LBC
747
Lowe Brockenbrough & Co
Virginia
$116K
PB
748
Pinnacle Bancorp
Nebraska
$115K
SA
749
SRH Advisors
Kansas
$115K
CFB
750
Cullen/Frost Bankers
Texas
$102K