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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
RA
376
RFG Advisory
Alabama
$900K
BL
377
BFSG LLC
California
$892K
CWM
378
Chesapeake Wealth Management
Virginia
$890K
PWM
379
Partners Wealth Management
California
$888K
HI
380
Hoey Investments
Pennsylvania
$882K
SWA
381
Sax Wealth Advisors
New Jersey
$878K
ATI
382
ARK & TLK Investments
Oklahoma
$865K
QPWM
383
Quadrant Private Wealth Management
Pennsylvania
$864K
SPI
384
Santori & Peters Inc
Pennsylvania
$863K
S
385
Sachetta
Massachusetts
$857K
LA
386
LexAurum Advisors
Kansas
$853K
MIA
387
Milestone Investment Advisors
Wisconsin
$852K
NAS
388
NWF Advisory Services
California
$850K
WI
389
Westbourne Investments
Virginia
$848K
ONB
390
Old National Bancorp
Indiana
$846K
FCB
391
First County Bank
Connecticut
$843K
BFA
392
Beaumont Financial Advisors
Massachusetts
$842K
WA
393
WBH Advisory
Maryland
$831K
MPM
394
Meritage Portfolio Management
Kansas
$830K
RDWM
395
Red Door Wealth Management
Tennessee
$819K
SPIA
396
Steward Partners Investment Advisory
New York
$816K
CWA
397
CM Wealth Advisors
Ohio
$799K
DADC
398
D.A. Davidson & Co
Montana
$793K
KFA
399
Kelleher Financial Advisors
New York
$777K
SEIA
400
Signature Estate & Investment Advisors
California
$774K