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