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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
WCM
251
Weaver Capital Management
Georgia
$2.27M
Goldman Sachs
252
Goldman Sachs
New York
$2.25M
IC
253
IEQ Capital
California
$2.24M
CA
254
Clearstead Advisors
Ohio
$2.24M
AWS
255
Atria Wealth Solutions
New York
$2.2M
MGIA
256
Matthew Goff Investment Advisor
Texas
$2.15M
SAF
257
Smith Anglin Financial
Texas
$2.13M
AGC
258
Aspen Grove Capital
Colorado
$2.1M
RA
259
Riversedge Advisors
Delaware
$2.09M
AL
260
ACAS LLC
California
$2.08M
BFG
261
Berger Financial Group
Minnesota
$2.06M
AWA
262
Arkadios Wealth Advisors
Georgia
$2.04M
VFIC
263
Valley Forge Investment Consultants
Pennsylvania
$2.03M
Corient Private Wealth
264
Corient Private Wealth
Florida
$2.02M
AssetMark Inc
265
AssetMark Inc
California
$2.01M
DSC
266
Duncker Streett & Co
Missouri
$2M
BWM
267
BCS Wealth Management
Tennessee
$1.97M
BFG
268
Bleakley Financial Group
New Jersey
$1.96M
ECM
269
Elgethun Capital Management
South Dakota
$1.95M
ADL
270
Asset Dedication LLC
California
$1.95M
WMWM
271
Wilkins Miller Wealth Management
Alabama
$1.88M
Susquehanna International Group
272
Susquehanna International Group
Pennsylvania
$1.88M
FSG
273
Financial Strategies Group
Michigan
$1.88M
RIA
274
Regal Investment Advisors
Michigan
$1.88M
TIM
275
Tortoise Investment Management
New York
$1.88M