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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
SWM
776
Spire Wealth Management
Virginia
$50.6K
HWM
777
Horizons Wealth Management
North Carolina
$49.1K
PK
778
Pflug Koory
Nebraska
$48.7K
BCMLT
779
Beacon Capital Management LLC (Tennessee)
Tennessee
$47.2K
KFI
780
Key Financial Inc
Pennsylvania
$44.9K
BCM
781
Blume Capital Management
California
$41.5K
TIM
782
Total Investment Management
Arizona
$41.1K
NG
783
NWK Group
California
$39.2K
CFO
784
CVA Family Office
Colorado
$38.9K
FCT
785
Family Capital Trust
Massachusetts
$35.9K
MSFP
786
Mark Sheptoff Financial Planning
Connecticut
$35.3K
OW
787
Olistico Wealth
Oklahoma
$34.2K
WTC
788
WhitTier Trust Company
Nevada
$34.1K
KFP
789
Keener Financial Planning
Texas
$34K
T
790
Tidemark
California
$33.2K
ME
791
McIlrath & Eck
Washington
$33.1K
FCT
792
First Community Trust
Iowa
$32.9K
JHCP
793
Jackson Hole Capital Partners
Oklahoma
$32.4K
RDFA
794
Ritter Daniher Financial Advisory
Ohio
$30.4K
KIG
795
Kessler Investment Group
Indiana
$30.1K
GWANC
796
Guardian Wealth Advisors (North Carolina)
North Carolina
$28.9K
DI
797
DAGCO Inc
Ohio
$28.8K
NEWAS
798
N.E.W. Advisory Services
Wisconsin
$28.1K
HCM
799
Hollencrest Capital Management
California
$27.6K
AWM
800
Abound Wealth Management
Tennessee
$26.3K