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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
TCM
751
Traub Capital Management
Massachusetts
$98.1K
HR
752
Howe & Rusling
New York
$95K
EK
753
Evensky & Katz
Florida
$89K
CBT
754
Crews Bank & Trust
Florida
$88.2K
CIA
755
Choate Investment Advisors
Massachusetts
$84.1K
MHR
756
Matthew Hamilton Rosenberg
$83K
SO
757
Sierra Ocean
California
$83K
CNBTD
758
Citizens National Bank Trust Department
Mississippi
$82K
KA
759
Kozak & Associates
Colorado
$80.1K
AA
760
Ancora Advisors
Ohio
$76.6K
AG
761
AmeriFlex Group
Nevada
$66.4K
VCM
762
Versant Capital Management
Arizona
$65K
HFS
763
Horizon Financial Services
North Carolina
$62.1K
CT
764
Caldwell Trust
Florida
$61.8K
SRCM
765
Signature Resources Capital Management
California
$61.6K
HDIM
766
Hanson & Doremus Investment Management
Vermont
$60K
BFP
767
Briaud Financial Planning
Texas
$58K
TFGT
768
TS Financial Group (TSFG)
Illinois
$58K
VWM
769
Vermillion Wealth Management
Minnesota
$57.7K
MIM
770
MTM Investment Management
South Carolina
$57.7K
JFA
771
JNBA Financial Advisors
Minnesota
$57.2K
PFM
772
Phillips Financial Management
Indiana
$56.4K
PC
773
Promus Capital
Illinois
$55K
AWM
774
Atticus Wealth Management
Florida
$54K
SWM
775
Spire Wealth Management
Virginia
$50.6K