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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
WS
726
Wedbush Securities
California
$201K
GI
727
GAMMA Investing
California
$200K
GA
728
GoalVest Advisory
New York
$190K
FVIM
729
Fort Vancouver Investment Management
Washington
$187K
CCM
730
Chilton Capital Management
Texas
$177K
WPA
731
West Paces Advisors
Georgia
$174K
SIS
732
Strategic Investment Solutions
Illinois
$165K
RF
733
Robbins Farley
New Hampshire
$164K
BlackRock
734
BlackRock
New York
$158K
CAM
735
Costello Asset Management
Pennsylvania
$148K
AIA
736
Arcadia Investment Advisors
Idaho
$146K
VNA
737
Valley National Advisers
Pennsylvania
$144K
MIA
738
MeadowBrook Investment Advisors
Michigan
$138K
CA
739
CoreCap Advisors
Michigan
$128K
PTC
740
Private Trust Company
Ohio
$128K
KSB
741
Kennebec Savings Bank
Maine
$127K
HFS
742
Hantz Financial Services
Michigan
$126K
MTIC
743
Missouri Trust & Investment Company
Missouri
$124K
Russell Investments Group
744
Russell Investments Group
United Kingdom
$122K
TCM
745
TD Capital Management
Tennessee
$122K
LBC
746
Lowe Brockenbrough & Co
Virginia
$116K
PB
747
Pinnacle Bancorp
Nebraska
$115K
SA
748
SRH Advisors
Kansas
$115K
NP
749
NorthRock Partners
Minnesota
$104K
CFB
750
Cullen/Frost Bankers
Texas
$102K