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