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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
KLI
526
Kelman-Lazarov Inc
Tennessee
$387K
BMCM
527
Bryn Mawr Capital Management
Pennsylvania
$386K
HCM
528
Hengehold Capital Management
Ohio
$386K
CFG
529
Certior Financial Group
Pennsylvania
$383K
LF
530
LifeSteps Financial
California
$381K
SWM
531
Schwallier Wealth Management
Michigan
$380K
Legacy Financial Group (Iowa)
532
Legacy Financial Group (Iowa)
Iowa
$372K
TLA
533
Tanglewood Legacy Advisors
Texas
$371K
MA
534
MONECO Advisors
Connecticut
$371K
EMAM
535
Encompass More Asset Management
California
$369K
USCWA
536
U.S. Capital Wealth Advisors
Texas
$367K
MCM
537
Mengis Capital Management
Oregon
$367K
UAG
538
United Advisor Group
Ohio
$367K
MLA
539
My Legacy Advisors
Oregon
$365K
TVM
540
True Vision MN
Minnesota
$364K
CIBC Private Wealth Group
541
CIBC Private Wealth Group
Georgia
$363K
IAIM
542
International Assets Investment Management
Florida
$361K
AI
543
Atria Investments
North Carolina
$360K
ABC
544
Associated Banc-Corp
Wisconsin
$357K
PIMG
545
Patriot Investment Management Group
Tennessee
$357K
TC
546
Tenret Company
Florida
$355K
CTA
547
Chesley Taft & Associates
Illinois
$354K
VDI
548
Vaughan David Investments
Illinois
$354K
GLA
549
Good Life Advisors
Pennsylvania
$353K
WP
550
Westmount Partners
California
$353K