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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
RPGK
276
Retirement Planning Group (Kansas)
Kansas
$1.87M
M
277
MYeCFO
California
$1.83M
TNA
278
True North Advisors
Texas
$1.82M
CIA
279
Concurrent Investment Advisors
Florida
$1.79M
EA
280
Emerald Advisors
Washington
$1.79M
BL
281
BCWM LLC
Kansas
$1.79M
IA
282
IFP Advisors
Florida
$1.71M
MFT
283
Moisand Fitzgerald Tamayo
Florida
$1.71M
SG
284
StoneX Group
New York
$1.7M
MMA
285
Miracle Mile Advisors
California
$1.7M
ZI
286
ZEGA Investments
Florida
$1.66M
LAIC
287
Lederer & Associates Investment Counsel
California
$1.66M
RI
288
Rinkey Investments
California
$1.59M
Janney Montgomery Scott
289
Janney Montgomery Scott
Pennsylvania
$1.58M
SA
290
Stewardship Advisors
Pennsylvania
$1.56M
AWM
291
Apollon Wealth Management
South Carolina
$1.56M
PA
292
Parallel Advisors
California
$1.55M
BIA
293
Bigelow Investment Advisors
Maine
$1.5M
BI
294
Binnacle Investments
Iowa
$1.48M
S
295
SignatureFD
Georgia
$1.47M
CAG
296
Csenge Advisory Group
Florida
$1.45M
MWA
297
Monograph Wealth Advisors
California
$1.43M
KP
298
Keel Point
Alabama
$1.43M
ZIM
299
Zacks Investment Management
Illinois
$1.4M
GHA
300
GW Henssler & Associates
Georgia
$1.4M