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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
AWM
201
Apex Wealth Management
New Hampshire
$4.08M
RIA
202
Retirement Investment Advisors
Oklahoma
$4.01M
IWA
203
IVC Wealth Advisors
Pennsylvania
$3.97M
BBPWM
204
Blue Bell Private Wealth Management
Pennsylvania
$3.96M
WF
205
Warner Financial
Maryland
$3.88M
AFTS
206
American Financial & Tax Strategies
New York
$3.87M
CPRC
207
Consolidated Portfolio Review Corp
New York
$3.85M
WIA
208
World Investment Advisors
California
$3.8M
DP
209
DDD Partners
Washington
$3.65M
LIM
210
Leavell Investment Management
Alabama
$3.59M
AA
211
Apriem Advisors
California
$3.57M
KWA
212
Kingswood Wealth Advisors
California
$3.55M
AWG
213
Altus Wealth Group
Colorado
$3.52M
LIA
214
LifePlan Investment Advisors
North Carolina
$3.51M
BOPW
215
Brandywine Oak Private Wealth
Pennsylvania
$3.51M
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$3.49M
KAS
217
KPP Advisory Services
Kentucky
$3.46M
OFS
218
OneAscent Financial Services
Alabama
$3.44M
SWP
219
Sagespring Wealth Partners
Tennessee
$3.36M
MWM
220
Modera Wealth Management
New Jersey
$3.34M
JGCM
221
Joseph Group Capital Management
Ohio
$3.33M
Truist Financial
222
Truist Financial
North Carolina
$3.31M
NSAM
223
North Star Asset Management
Wisconsin
$3.26M
BCM
224
Barden Capital Management
Texas
$3.23M
Stifel Financial
225
Stifel Financial
Missouri
$3.18M