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Schwab US Large-Cap Value ETF

830 hedge funds and large institutions have $8.86B invested in Schwab US Large-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 318 increasing their positions, 280 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
830
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
74
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
Stifel Financial
226
Stifel Financial
Missouri
$2.92M
CAG
227
Compass Advisory Group
New York
$2.81M
WIC
228
Woodmont Investment Counsel
Tennessee
$2.77M
CIS
229
Custom Index Systems
New York
$2.59M
HWM
230
HB Wealth Management
Georgia
$2.57M
CSP
231
Cary Street Partners
Virginia
$2.55M
MMCM
232
Murphy & Mullick Capital Management
New York
$2.54M
CPA
233
Compass Planning Associates
Massachusetts
$2.51M
Lido Advisors
234
Lido Advisors
California
$2.49M
BWM
235
Brown Wealth Management
Illinois
$2.49M
BFM
236
Broadview Financial Management
Wisconsin
$2.48M
NA
237
NewEdge Advisors
Louisiana
$2.46M
MAG
238
M3 Advisory Group
Massachusetts
$2.43M
SF
239
Schaeffer Financial
Maryland
$2.43M
ASN
240
Advisory Services Network
Georgia
$2.41M
FWM
241
Fortress Wealth Management
California
$2.4M
KFG
242
Kelly Financial Group
Connecticut
$2.4M
PFA
243
Pure Financial Advisors
California
$2.37M
FA
244
Fagan Associates
New York
$2.35M
EW
245
Evoke Wealth
California
$2.35M
ACG
246
Allen Capital Group
Nebraska
$2.34M
CFGA
247
Cambridge Financial Group (Arizona)
Arizona
$2.32M
IWM
248
IHT Wealth Management
Illinois
$2.31M
GJIA
249
Glass Jacobson Investment Advisors
Maryland
$2.3M
SWA
250
Stratos Wealth Advisors
Ohio
$2.29M