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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
DRP
826
Decker Retirement Planning
Utah
$9.88K
MBFW
827
Morton Brown Family Wealth
Pennsylvania
$9.79K
GWSG
828
GPS Wealth Strategies Group
Colorado
$9.71K
OP
829
ORG Partners
Indiana
$9.1K
CA
830
Crewe Advisors
Utah
$9K
SWP
831
Strategic Wealth Partners
Ohio
$8.63K
AWM
832
Aberdeen Wealth Management
Illinois
$8.3K
CMA
833
Cedar Mountain Advisors
Oregon
$8.27K
PPC
834
Park Place Capital
Alabama
$7.88K
RJA
835
Ross\Johnson & Associates
Minnesota
$7.84K
LI
836
LRI Investments
Florida
$7.22K
HIA
837
Harbor Investment Advisory
Maryland
$6.23K
HHGA
838
Halbert Hargrove Global Advisors
California
$6.14K
FMP
839
Financial Management Professionals
Texas
$5.15K
KGP
840
Keystone Global Partners
Colorado
$4.81K
BIG
841
Brooklyn Investment Group
New York
$4.65K
BAM
842
Bellevue Asset Management
Washington
$4.23K
PWMG
843
Private Wealth Management Group
New Jersey
$3.74K
AGWCA
844
Annis Gardner Whiting Capital Advisors
Florida
$3.52K
FDW
845
Fourth Dimension Wealth
Ohio
$3.13K
EWA
846
EverSource Wealth Advisors
Alabama
$3.07K
AIA
847
Armor Investment Advisors
North Carolina
$2.74K
RA
848
Rise Advisors
New York
$2.62K
TPWA
849
Twin Peaks Wealth Advisors
California
$1.84K
HPIA
850
Hamilton Point Investment Advisors
North Carolina
$1.66K