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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
Jones Financial Companies
426
Jones Financial Companies
Missouri
$667K
BEI
427
Benjamin Edwards Inc
Missouri
$667K
CIP
428
Capital Insight Partners
Arizona
$666K
JWCA
429
J.W. Cole Advisors
Florida
$663K
BWP
430
Bernardo Wealth Planning
Pennsylvania
$658K
Comerica Bank
431
Comerica Bank
Texas
$658K
LPAM
432
Lodestar Private Asset Management
California
$656K
MCM
433
MidAtlantic Capital Management
Virginia
$655K
GWM
434
GSB Wealth Management
Connecticut
$651K
LMKC
435
L.M. Kohn & Company
Ohio
$645K
AWMG
436
Alliance Wealth Management Group
New Jersey
$644K
TCM
437
Towercrest Capital Management
Pennsylvania
$644K
Kovitz Investment Group Partners
438
Kovitz Investment Group Partners
Illinois
$642K
AA
439
Aire Advisors
California
$632K
LF
440
Lantz Financial
Illinois
$628K
SAM
441
Smartleaf Asset Management
Massachusetts
$621K
RMC
442
Ring Mountain Capital
California
$613K
JIC
443
Johnson Investment Counsel
Ohio
$607K
HWA
444
HMV Wealth Advisors
Louisiana
$604K
FAG
445
Fortitude Advisory Group
Washington
$602K
CAM
446
Carret Asset Management
New York
$599K
PAS
447
Park Avenue Securities
New York
$596K
PL
448
Plancorp LLC
Missouri
$593K
UFA
449
Uptown Financial Advisors
Texas
$581K
MAG
450
Mayfair Advisory Group
Alabama
$580K