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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
HWM
776
Horizons Wealth Management
North Carolina
$49.1K
PK
777
Pflug Koory
Nebraska
$48.7K
BCMLT
778
Beacon Capital Management LLC (Tennessee)
Tennessee
$47.2K
KFI
779
Key Financial Inc
Pennsylvania
$44.9K
BCM
780
Blume Capital Management
California
$41.5K
TIM
781
Total Investment Management
Arizona
$41.1K
NG
782
NWK Group
California
$39.2K
CFO
783
CVA Family Office
Colorado
$38.9K
FCT
784
Family Capital Trust
Massachusetts
$35.9K
MSFP
785
Mark Sheptoff Financial Planning
Connecticut
$35.3K
OW
786
Olistico Wealth
Oklahoma
$34.2K
WTC
787
WhitTier Trust Company
Nevada
$34.1K
KFP
788
Keener Financial Planning
Texas
$34K
T
789
Tidemark
California
$33.2K
ME
790
McIlrath & Eck
Washington
$33.1K
FCT
791
First Community Trust
Iowa
$32.9K
JHCP
792
Jackson Hole Capital Partners
Oklahoma
$32.4K
RDFA
793
Ritter Daniher Financial Advisory
Ohio
$30.4K
KIG
794
Kessler Investment Group
Indiana
$30.1K
GWANC
795
Guardian Wealth Advisors (North Carolina)
North Carolina
$28.9K
DI
796
DAGCO Inc
Ohio
$28.8K
NEWAS
797
N.E.W. Advisory Services
Wisconsin
$28.1K
HCM
798
Hollencrest Capital Management
California
$27.6K
AWM
799
Abound Wealth Management
Tennessee
$26.3K
BBHC
800
Brown Brothers Harriman & Co
New York
$24.9K