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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
BWL
101
Bogart Wealth LLC
Virginia
$12.7M
AF
102
Allworth Financial
California
$12.1M
YP
103
YANKCOM Partnership
South Dakota
$11.9M
RWP
104
RWA Wealth Partners
Massachusetts
$11.5M
ACA
105
Ackerman Capital Advisors
Texas
$11.5M
FFA
106
Farther Finance Advisors
California
$11.2M
GCP
107
Gill Capital Partners
Colorado
$11.2M
SAMC
108
Spectrum Asset Management (California)
California
$10.9M
EWM
109
Empirical Wealth Management
Washington
$10.8M
IAN
110
Integrated Advisors Network
Texas
$10.7M
JJBC
111
James J. Burns & Company
New York
$10.5M
DPI
112
Diversified Portfolios Inc
Michigan
$10.5M
Mercer Global Advisors
113
Mercer Global Advisors
Colorado
$10.2M
CWM
114
Congress Wealth Management
Massachusetts
$9.75M
EE
115
EWG Elevate
California
$9.71M
MBI
116
May Barnhard Investments
Maryland
$9.71M
WP
117
WealthShield Partners
North Carolina
$9.64M
OWM
118
Opes Wealth Management
California
$9.52M
BCIM
119
Bishop & Co Investment Management
Pennsylvania
$9.5M
FA
120
Fiduciary Alliance
South Carolina
$9.26M
HG
121
Harbor Group
New Hampshire
$9.22M
WPIC
122
White Pine Investment Company
Michigan
$9.08M
HSA
123
HBK Sorce Advisory
Pennsylvania
$8.68M
TWP
124
Total Wealth Planning
Ohio
$8.65M
ISWM
125
Independent Solutions Wealth Management
New York
$8.63M