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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
SW
451
SkyOak Wealth
Michigan
$579K
Renaissance Technologies
452
Renaissance Technologies
New York
$574K
AA
453
Alesco Advisors
New York
$574K
TPI
454
Trust Point Inc
Wisconsin
$574K
MGWM
455
Marks Group Wealth Management
Minnesota
$573K
PGFC
456
Peapack-Gladstone Financial Corp
New Jersey
$572K
CRFG
457
Columbia River Financial Group
Washington
$563K
ACA
458
Atlas Capital Advisors
Wyoming
$556K
CIR
459
Clear Investment Research
Georgia
$552K
RWP
460
Revolve Wealth Partners
New Jersey
$552K
GG
461
Greenwood Gearhart
Arkansas
$549K
ACI
462
Alpha Cubed Investments
California
$548K
FFS
463
Founders Financial Securities
Maryland
$537K
BBW
464
Blue Barn Wealth
Utah
$534K
PNC Financial Services Group
465
PNC Financial Services Group
Pennsylvania
$533K
FWM
466
Fonville Wealth Management
Virginia
$532K
WMG
467
WESCAP Management Group
California
$531K
VF
468
Vawter Financial
Ohio
$528K
SA
469
Seneschal Advisors
Washington
$527K
GC
470
Gilbert & Cook
Iowa
$525K
RA
471
Resolute Advisors
California
$523K
SFG
472
Sovereign Financial Group
Connecticut
$520K
CFFP
473
Center for Financial Planning
Michigan
$519K
WAM
474
WNY Asset Management
New York
$519K
BJL
475
Brighton Jones LLC
Washington
$516K