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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
IWN
476
Independent Wealth Network
Iowa
$509K
DWT
477
Dorsey & Whitney Trust
South Dakota
$507K
SSW
478
Stone Summit Wealth
Florida
$502K
MHS
479
M Holdings Securities
Oregon
$496K
WFA
480
WMG Financial Advisors
Tennessee
$495K
SMA
481
Sage Mountain Advisors
Georgia
$495K
JCIA
482
Jackson Creek Investment Advisors
Colorado
$492K
WSFS
483
Wilmington Savings Fund Society
Delaware
$484K
RCM
484
Radnor Capital Management
Pennsylvania
$484K
AAS
485
Ameritas Advisory Services
Nebraska
$480K
CPIG
486
Chicago Partners Investment Group
Illinois
$474K
WPC
487
Wedmont Private Capital
Pennsylvania
$471K
AIS
488
American Investment Services
Massachusetts
$460K
SBIA
489
Sheaff Brock Investment Advisors
Indiana
$459K
SWM
490
Spire Wealth Management
Virginia
$457K
WC
491
Waterloo Capital
Texas
$457K
SFWC
492
Strategic Family Wealth Counselors
New Jersey
$451K
TAP
493
Tounjian Advisory Partners
Florida
$451K
WPA
494
Wealth Preservation Advisors
Tennessee
$449K
CBA
495
Coastal Bridge Advisors
Connecticut
$449K
SB
496
Strategic Blueprint
Georgia
$448K
MAM
497
Marotta Asset Management
Virginia
$446K
ZF
498
Zhang Financial
Michigan
$444K
LIA
499
Lynx Investment Advisory
District of Columbia
$442K
SSWM
500
Smith Salley Wealth Management
North Carolina
$434K