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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
BCI
151
Brinker Capital Investments
Pennsylvania
$6.24M
PP
152
PrairieView Partners
Minnesota
$6.18M
PFWA
153
Paces Ferry Wealth Advisors
Georgia
$6.01M
LTL
154
Lowery Thomas LLC
California
$6M
IFS
155
Ifrah Financial Services
Arkansas
$5.99M
WRPWM
156
Werba Rubin Papier Wealth Management
California
$5.83M
CAG
157
Curtis Advisory Group
California
$5.8M
GWS
158
Glassman Wealth Services
Virginia
$5.76M
VFS
159
Valpey Financial Services
New Hampshire
$5.73M
Fidelity Investments
160
Fidelity Investments
Massachusetts
$5.71M
FFA
161
Florida Financial Advisors
Florida
$5.71M
PIA
162
Panoramic Investment Advisors
Colorado
$5.7M
PFA
163
Petra Financial Advisors
Colorado
$5.69M
AC
164
Avant Capital
Louisiana
$5.53M
GB
165
Gunma Bank
Japan
$5.53M
SKK
166
Shepherd Kaplan Krochuk
Massachusetts
$5.51M
PPH
167
Pure Portfolios Holdings
Oregon
$5.49M
OCM
168
One Capital Management
California
$5.49M
BAMG
169
Brand Asset Management Group
Missouri
$5.49M
SWM
170
SpringVest Wealth Management
Texas
$5.4M
CPA
171
Cathy Pareto & Associates
Florida
$5.34M
CWM
172
Cadence Wealth Management
Massachusetts
$5.27M
SF
173
Summit Financial
New Jersey
$5.22M
CFA
174
Cahill Financial Advisors
Minnesota
$5.09M
GFWA
175
Grey Fox Wealth Advisors
Delaware
$5.06M