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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
SCA
351
Stonebridge Capital Advisors
Minnesota
$1.06M
KF
352
K2 Financial
California
$1.06M
AF
353
Advisornet Financial
Minnesota
$1.06M
AWM
354
AE Wealth Management
Kansas
$1.05M
JF
355
Joule Financial
Kentucky
$1.05M
VST
356
Van Strum & Towne
California
$1.04M
AIM
357
Athena Investment Management
California
$1.03M
LWM
358
LongView Wealth Management
Georgia
$1.01M
VP
359
Verum Partners
North Carolina
$994K
MC
360
Montag & Caldwell
Georgia
$989K
CCC
361
Compass Capital Corp
Massachusetts
$981K
SC
362
SouthState Corp
Florida
$972K
CFG
363
Clayton Financial Group
Missouri
$971K
BCWM
364
Bartlett & Co Wealth Management
Ohio
$965K
Citadel Advisors
365
Citadel Advisors
Florida
$955K
AQR Capital Management
366
AQR Capital Management
Connecticut
$941K
CIAS
367
Capital Investment Advisory Services
North Carolina
$931K
KA
368
Kovack Advisors
Florida
$926K
MSWMA
369
Market Street Wealth Management Advisors
Indiana
$921K
NCM
370
Northwest Capital Management
Oregon
$917K
VCWA
371
Vanguard Capital Wealth Advisors
Colorado
$914K
DAS
372
Diversify Advisory Services
Utah
$912K
HCWM
373
Hidden Cove Wealth Management
Washington
$912K
AFP
374
Ausdal Financial Partners
Iowa
$912K
BDFN
375
Bond & Devick Financial Network
Minnesota
$912K