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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
WAM
126
Weinberger Asset Management
California
$8.31M
SDWMA
127
Schneider Downs Wealth Management Advisors
Pennsylvania
$8.19M
US Bancorp
128
US Bancorp
Minnesota
$7.91M
TWM
129
Thrive Wealth Management
Pennsylvania
$7.88M
GPFA
130
Game Plan Financial Advisors
Ohio
$7.88M
CKAIS
131
Christensen King & Associates Investment Services
Washington
$7.82M
RGF
132
Retirement Guys Formula
Ohio
$7.79M
NFG
133
Northeast Financial Group
Pennsylvania
$7.62M
CMP
134
Courage Miller Partners
Virginia
$7.58M
EWA
135
Exencial Wealth Advisors
Oklahoma
$7.45M
IWC
136
Integrated Wealth Concepts
Massachusetts
$7.19M
Pathstone Holdings
137
Pathstone Holdings
New Jersey
$7.04M
MMHP
138
Murphy Middleton Hinkle & Parker
Georgia
$7.02M
CI
139
Conning Inc
Connecticut
$7.02M
GIA
140
Gladstone Institutional Advisory
Florida
$7.02M
EWA
141
EP Wealth Advisors
California
$6.88M
PSCM
142
Per Stirling Capital Management
Texas
$6.79M
CAM
143
Cresset Asset Management
Illinois
$6.75M
SAI
144
Savvy Advisors Inc
New York
$6.59M
CM
145
Columbus Macro
Pennsylvania
$6.56M
BAM
146
Berkshire Asset Management
Pennsylvania
$6.48M
FF
147
Friday Financial
Iowa
$6.34M
VWA
148
Visionary Wealth Advisors
Illinois
$6.28M
PMG
149
ProVise Management Group
Florida
$6.25M
BCM
150
Brookstone Capital Management
Illinois
$6.24M