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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
BBHC
801
Brown Brothers Harriman & Co
New York
$24.9K
DIP
802
DT Investment Partners
Pennsylvania
$24.7K
DPW
803
DiNuzzo Private Wealth
Pennsylvania
$24.2K
BMM
804
Berkshire Money Management
Massachusetts
$24K
FGC
805
Financial Gravity Companies
Texas
$23K
JFGIW
806
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22.1K
CFP
807
Comprehensive Financial Planning
Pennsylvania
$19.1K
MSG
808
Main Street Group
Virginia
$19.1K
Fifth Third Bancorp
809
Fifth Third Bancorp
Ohio
$18.6K
TCM
810
Tradewinds Capital Management
Washington
$18.3K
FLFS
811
Family Legacy Financial Solutions
North Carolina
$18K
WCM
812
Winthrop Capital Management
Indiana
$17K
OWP
813
ORG Wealth Partners
Texas
$16.5K
RWM
814
RMG Wealth Management
Wisconsin
$15.3K
SC
815
Stephens Consulting
Michigan
$14.8K
FPB
816
First PREMIER Bank
South Dakota
$14K
CWA
817
Carolina Wealth Advisors
South Carolina
$13.6K
JFG
818
JDM Financial Group
Texas
$13.4K
AUB
819
Atlantic Union Bankshares
Virginia
$12.9K
FHA
820
First Horizon Advisors
Tennessee
$12.7K
EWM
821
Evolution Wealth Management
Florida
$12.6K
PS
822
Pinney & Scofield
Massachusetts
$12.2K
AIC
823
Archer Investment Corporation
Indiana
$11.3K
PIP
824
Peachtree Investment Partners
Florida
$10.9K
RF
825
Rossby Financial
Florida
$10.4K