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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
RIA
201
Retirement Investment Advisors
Oklahoma
$4.01M
IWA
202
IVC Wealth Advisors
Pennsylvania
$3.97M
BBPWM
203
Blue Bell Private Wealth Management
Pennsylvania
$3.96M
WF
204
Warner Financial
Maryland
$3.88M
AFTS
205
American Financial & Tax Strategies
New York
$3.87M
CPRC
206
Consolidated Portfolio Review Corp
New York
$3.85M
WIA
207
World Investment Advisors
California
$3.8M
DP
208
DDD Partners
Washington
$3.65M
LIM
209
Leavell Investment Management
Alabama
$3.59M
AA
210
Apriem Advisors
California
$3.57M
KWA
211
Kingswood Wealth Advisors
California
$3.55M
AWG
212
Altus Wealth Group
Colorado
$3.52M
LIA
213
LifePlan Investment Advisors
North Carolina
$3.51M
BOPW
214
Brandywine Oak Private Wealth
Pennsylvania
$3.51M
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$3.49M
KAS
216
KPP Advisory Services
Kentucky
$3.46M
OFS
217
OneAscent Financial Services
Alabama
$3.44M
SWP
218
Sagespring Wealth Partners
Tennessee
$3.36M
MWM
219
Modera Wealth Management
New Jersey
$3.34M
JGCM
220
Joseph Group Capital Management
Ohio
$3.33M
Truist Financial
221
Truist Financial
North Carolina
$3.31M
NSAM
222
North Star Asset Management
Wisconsin
$3.26M
BCM
223
Barden Capital Management
Texas
$3.23M
Stifel Financial
224
Stifel Financial
Missouri
$3.18M
VT
225
Vise Technologies
New York
$3.17M