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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
GCA
326
Gradient Capital Advisors
California
$1.2M
VFA
327
Valeo Financial Advisors
Indiana
$1.2M
MCC
328
Money Concepts Capital
Florida
$1.19M
WANY
329
Wealthspire Advisors (New York)
New York
$1.19M
NRI
330
NFP Retirement Inc
California
$1.18M
WCM
331
Whitener Capital Management
North Carolina
$1.18M
CCM
332
Condor Capital Management
New Jersey
$1.17M
ES
333
ETF Store
Kansas
$1.17M
KJWM
334
Kiley Juergens Wealth Management
Washington
$1.14M
CWC
335
Carolinas Wealth Consulting
North Carolina
$1.13M
PAG
336
Private Advisor Group
New Jersey
$1.13M
IAS
337
IMA Advisory Services
Colorado
$1.13M
SF
338
Summit Financial
New Jersey
$1.12M
William Blair & Company
339
William Blair & Company
Illinois
$1.11M
KC
340
Knuff & Co
California
$1.11M
TYCC
341
Texas Yale Capital Corp
Florida
$1.1M
AIM
342
Avity Investment Management
Connecticut
$1.1M
HTC
343
Haverford Trust Company
Pennsylvania
$1.08M
CAAM
344
Cornerstone Advisors Asset Management
Pennsylvania
$1.08M
CA
345
CGN Advisors
Kansas
$1.08M
CTC
346
Central Trust Company
Missouri
$1.08M
MOS
347
MGO One Seven
Ohio
$1.08M
MCCA
348
Mill Creek Capital Advisors
Pennsylvania
$1.07M
FAIM
349
Financial Advocates Investment Management
Washington
$1.07M
LFG
350
Larson Financial Group
Missouri
$1.07M