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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
DIP
801
DT Investment Partners
Pennsylvania
$24.7K
DPW
802
DiNuzzo Private Wealth
Pennsylvania
$24.2K
BMM
803
Berkshire Money Management
Massachusetts
$24K
FGC
804
Financial Gravity Companies
Texas
$23K
JFGIW
805
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22.1K
CFP
806
Comprehensive Financial Planning
Pennsylvania
$19.1K
MSG
807
Main Street Group
Virginia
$19.1K
Fifth Third Bancorp
808
Fifth Third Bancorp
Ohio
$18.6K
TCM
809
Tradewinds Capital Management
Washington
$18.3K
FLFS
810
Family Legacy Financial Solutions
North Carolina
$18K
WCM
811
Winthrop Capital Management
Indiana
$17K
OWP
812
ORG Wealth Partners
Texas
$16.5K
RWM
813
RMG Wealth Management
Wisconsin
$15.3K
SC
814
Stephens Consulting
Michigan
$14.8K
FPB
815
First PREMIER Bank
South Dakota
$14K
CWA
816
Carolina Wealth Advisors
South Carolina
$13.6K
JFG
817
JDM Financial Group
Texas
$13.4K
AUB
818
Atlantic Union Bankshares
Virginia
$12.9K
FHA
819
First Horizon Advisors
Tennessee
$12.7K
EWM
820
Evolution Wealth Management
Florida
$12.6K
PS
821
Pinney & Scofield
Massachusetts
$12.2K
AIC
822
Archer Investment Corporation
Indiana
$11.3K
PIP
823
Peachtree Investment Partners
Florida
$10.9K
RF
824
Rossby Financial
Florida
$10.4K
DRP
825
Decker Retirement Planning
Utah
$9.88K