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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
NHT
301
New Hampshire Trust
New Hampshire
$1.39M
EH
302
Equitable Holdings
New York
$1.38M
Bank of New York Mellon
303
Bank of New York Mellon
New York
$1.37M
LIWM
304
Long Island Wealth Management
New York
$1.36M
Rockefeller Capital Management
305
Rockefeller Capital Management
New York
$1.34M
PCWA
306
Pacific Capital Wealth Advisors
California
$1.34M
CWM
307
Cornerstone Wealth Management
Missouri
$1.33M
JC
308
Jentner Corp
Ohio
$1.31M
WG
309
Wealth Group
North Carolina
$1.3M
Koshinski Asset Management
310
Koshinski Asset Management
Illinois
$1.3M
IJWM
311
Inman Jager Wealth Management
Mississippi
$1.29M
KAM
312
KEB Asset Management
Illinois
$1.28M
OSAM
313
O'Shaughnessy Asset Management
Connecticut
$1.27M
LJAC
314
L.J. Altfest & Co
New York
$1.27M
VCM
315
Virtue Capital Management
Tennessee
$1.27M
CCWM
316
Cassaday & Co Wealth Management
Virginia
$1.27M
SOS
317
Silver Oak Securities
Tennessee
$1.27M
CP
318
Creekside Partners
California
$1.26M
AWE
319
Avidian Wealth Enterprises
Texas
$1.26M
SCM
320
SOL Capital Management
Maryland
$1.25M
JFG
321
JMG Financial Group
Illinois
$1.24M
AL
322
Aspiriant LLC
California
$1.23M
SWM
323
Seed Wealth Management
Illinois
$1.22M
KHC
324
Koesten Hirschmann & Crabtree
Kansas
$1.21M
BWM
325
BCGM Wealth Management
Indiana
$1.21M