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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
MBFW
826
Morton Brown Family Wealth
Pennsylvania
$9.79K
GWSG
827
GPS Wealth Strategies Group
Colorado
$9.71K
OP
828
ORG Partners
Indiana
$9.1K
CA
829
Crewe Advisors
Utah
$9K
SWP
830
Strategic Wealth Partners
Ohio
$8.63K
AWM
831
Aberdeen Wealth Management
Illinois
$8.3K
CMA
832
Cedar Mountain Advisors
Oregon
$8.27K
PPC
833
Park Place Capital
Alabama
$7.88K
RJA
834
Ross\Johnson & Associates
Minnesota
$7.84K
LI
835
LRI Investments
Florida
$7.22K
HIA
836
Harbor Investment Advisory
Maryland
$6.23K
HHGA
837
Halbert Hargrove Global Advisors
California
$6.14K
FMP
838
Financial Management Professionals
Texas
$5.15K
KGP
839
Keystone Global Partners
Colorado
$4.81K
BIG
840
Brooklyn Investment Group
New York
$4.65K
BAM
841
Bellevue Asset Management
Washington
$4.23K
PWMG
842
Private Wealth Management Group
New Jersey
$3.74K
AGWCA
843
Annis Gardner Whiting Capital Advisors
Florida
$3.52K
FAM
844
Flaharty Asset Management
Florida
$3.23K
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
NMG
850
New Millennium Group
Utah
$1.66K