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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
BW
501
Basepoint Wealth
Iowa
$432K
SAG
502
SageView Advisory Group
California
$430K
JPLA
503
Joseph P. Lucia & Associates
New York
$429K
OC
504
Oarsman Capital
Wisconsin
$428K
GA
505
Goldstein Advisors
Wisconsin
$428K
BIM
506
Bridges Investment Management
Nebraska
$426K
TCM
507
TruNorth Capital Management
Michigan
$422K
SPWM
508
Schrum Private Wealth Management
Florida
$419K
TF
509
Theory Financial
Colorado
$415K
PIN
510
Prudent Investors Network
California
$412K
RC
511
Roundview Capital
New Jersey
$412K
WP
512
Wealthspan Partners
Iowa
$412K
CFD
513
Creative Financial Designs
Indiana
$411K
AWM
514
Avior Wealth Management
Nebraska
$407K
SIA
515
Soltis Investment Advisors
Utah
$403K
PGAM
516
Princeton Global Asset Management
New Jersey
$402K
FIA
517
Foundations Investment Advisors
Arizona
$401K
DIS
518
Diversified Investment Strategies
Louisiana
$401K
RIM
519
Rockbridge Investment Management
New York
$399K
CA
520
Calton & Associates
Florida
$398K
LWM
521
Lakeridge Wealth Management
Ohio
$396K
CIA
522
Cascade Investment Advisors
Oregon
$396K
CAL
523
Capital Analysts LLC
Pennsylvania
$390K
SC
524
Schoolcraft Capital
Colorado
$389K
P
525
&Partners
Tennessee
$389K