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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
DWM
551
DecisionMap Wealth Management
Virginia
$352K
GWA
552
Geometric Wealth Advisors
District of Columbia
$351K
FFA
553
Fi3 Financial Advisors
Indiana
$348K
ML
554
Mayport LLC
Massachusetts
$346K
IFPL
555
Investments & Financial Planning LLC
Kentucky
$345K
MCP
556
Mirador Capital Partners
California
$345K
HWA
557
HHM Wealth Advisors
Tennessee
$343K
FA
558
FF Advisors
California
$343K
RFA
559
Resurgent Financial Advisors
Georgia
$342K
Fisher Asset Management
560
Fisher Asset Management
Washington
$342K
GCM
561
G2 Capital Management
Ohio
$341K
AAM
562
Austin Asset Management
Texas
$339K
BWM
563
Brickley Wealth Management
California
$339K
IAA
564
Independent Advisor Alliance
North Carolina
$339K
CHA
565
Cooper/Haims Advisors
New York
$337K
SWA
566
Sterling Wealth Advisors
Florida
$337K
VCA
567
Verdence Capital Advisors
Maryland
$330K
HC
568
Hurley Capital
New York
$329K
BIA
569
Bell Investment Advisors
California
$329K
ACA
570
Aptus Capital Advisors
Alabama
$324K
AIA
571
Accelerate Investment Advisors
California
$324K
AIA
572
Allied Investment Advisors
Montana
$324K
AIM
573
AHL Investment Management
Florida
$322K
EPM
574
Elm Partners Management
Pennsylvania
$322K
CAI
575
Capital Advisors Inc
Oklahoma
$321K