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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
SW
176
SteelPeak Wealth
California
$5.05M
RI
177
Rinkey Investments
California
$4.86M
Baird Financial Group
178
Baird Financial Group
Wisconsin
$4.83M
CAWM
179
Capital Advisors Wealth Management
Washington
$4.81M
NFG
180
Nadler Financial Group
Illinois
$4.77M
LFP
181
Leeward Financial Partners
Washington
$4.77M
MSFS
182
Main Street Financial Solutions
Pennsylvania
$4.75M
SWM
183
SeaCrest Wealth Management
New York
$4.72M
SS
184
Sunbelt Securities
Texas
$4.65M
EFG
185
Embree Financial Group
Illinois
$4.61M
EFG
186
Everhart Financial Group
Ohio
$4.61M
MWM
187
Meridian Wealth Management
Kentucky
$4.54M
GBFP
188
Golden Bell Financial Planning
Georgia
$4.45M
MCCA
189
Mill Creek Capital Advisors
Pennsylvania
$4.45M
NDSI
190
Newman Dignan & Sheerar Inc
Rhode Island
$4.41M
LWM
191
Lighthouse Wealth Management
Ohio
$4.4M
DWM
192
Dakota Wealth Management
Florida
$4.35M
VBWMG
193
Von Berge Wealth Management Group
California
$4.32M
SFA
194
Sequoia Financial Advisors
Ohio
$4.25M
BWM
195
Brown Wealth Management
Illinois
$4.19M
CCG
196
Coastwise Capital Group
California
$4.15M
ACA
197
Affinity Capital Advisors
California
$4.15M
WA
198
Waterford Advisors
New York
$4.13M
WIA
199
Westbourne Investment Advisors
Maryland
$4.11M
RWM
200
RKL Wealth Management
Pennsylvania
$4.08M