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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
HPIA
851
Hamilton Point Investment Advisors
North Carolina
$1.66K
TPCW
852
TD Private Client Wealth
New York
$1.33K
BFPW
853
BOK Financial Private Wealth
Colorado
$1.25K
CCMW
854
Cypress Capital Management (Wyoming)
Wyoming
$1.25K
HFS
855
Hopwood Financial Services
Virginia
$1.19K
TCOV
856
Trust Company of Vermont
Vermont
$1.02K
KG
857
Kilter Group
New York
$1.01K
CMP
858
Coston McIsaac & Partners
Maine
$1K
SIS
859
Sound Income Strategies
Florida
$996
WWM
860
Wolff Wiese Magana
California
$831
IF
861
Integrity Financial
Wyoming
$498
GGI
862
Godsey & Gibb Inc
Virginia
$416
NC
863
NewSquare Capital
Pennsylvania
$336
SWA
864
SOA Wealth Advisors
New York
$130
IHWM
865
Iron Horse Wealth Management
Iowa
$83
SAS
866
Spurstone Advisory Services
Connecticut
$83
OLVIG
867
Oliver Lagore Vanvalin Investment Group
Michigan
$3
CP
868
Capital Planning
Washington
TC
869
TownSquare Capital
Utah
GJIA
870
Glass Jacobson Investment Advisors
Maryland
MGIA
871
Matthew Goff Investment Advisor
Texas
Susquehanna International Group
872
Susquehanna International Group
Pennsylvania
VCM
873
Virtue Capital Management
Tennessee
CWC
874
Carolinas Wealth Consulting
North Carolina
CTC
875
Central Trust Company
Missouri