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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
PP
151
PrairieView Partners
Minnesota
$6.18M
PFWA
152
Paces Ferry Wealth Advisors
Georgia
$6.01M
LTL
153
Lowery Thomas LLC
California
$6M
IFS
154
Ifrah Financial Services
Arkansas
$5.99M
WRPWM
155
Werba Rubin Papier Wealth Management
California
$5.83M
CAG
156
Curtis Advisory Group
California
$5.8M
GWS
157
Glassman Wealth Services
Virginia
$5.76M
VFS
158
Valpey Financial Services
New Hampshire
$5.73M
Fidelity Investments
159
Fidelity Investments
Massachusetts
$5.71M
FFA
160
Florida Financial Advisors
Florida
$5.71M
PIA
161
Panoramic Investment Advisors
Colorado
$5.7M
PFA
162
Petra Financial Advisors
Colorado
$5.69M
AC
163
Avant Capital
Louisiana
$5.53M
GB
164
Gunma Bank
Japan
$5.53M
SKK
165
Shepherd Kaplan Krochuk
Massachusetts
$5.51M
PPH
166
Pure Portfolios Holdings
Oregon
$5.49M
OCM
167
One Capital Management
California
$5.49M
BAMG
168
Brand Asset Management Group
Missouri
$5.49M
SWM
169
SpringVest Wealth Management
Texas
$5.4M
CPA
170
Cathy Pareto & Associates
Florida
$5.34M
CWM
171
Cadence Wealth Management
Massachusetts
$5.27M
SF
172
Summit Financial
New Jersey
$5.22M
CFA
173
Cahill Financial Advisors
Minnesota
$5.09M
GFWA
174
Grey Fox Wealth Advisors
Delaware
$5.06M
SW
175
SteelPeak Wealth
California
$5.05M