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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
PAYA
576
Phil A. Younker & Associates
Alaska
$319K
FA
577
FSA Advisors
Michigan
$318K
AIM
578
Acropolis Investment Management
Missouri
$317K
LA
579
LWM Advisors
California
$315K
CA
580
Cambridge Advisors
Nebraska
$314K
AWM
581
Accurate Wealth Management
Florida
$314K
CL
582
Choreo LLC
Illinois
$312K
HI
583
Harbour Investments
Wisconsin
$306K
PWMG
584
Prestige Wealth Management Group
New Jersey
$305K
KA
585
Klingman & Associates
New York
$304K
AIA
586
AIMZ Investment Advisors
California
$303K
QHA
587
Quarry Hill Advisors
Minnesota
$301K
FWTB
588
First Western Trust Bank
Colorado
$300K
EAM
589
Evanson Asset Management
California
$300K
TWM
590
TriaGen Wealth Management
California
$300K
GWMR
591
GC Wealth Management RIA
Massachusetts
$299K
FRA
592
Front Row Advisors
California
$298K
FWS
593
FinDec Wealth Services
California
$297K
TGAM
594
TBH Global Asset Management
Tennessee
$294K
TI
595
Truepoint Inc
Ohio
$294K
CD
596
Chapin Davis
Maryland
$294K
SIA
597
SeaBridge Investment Advisors
New Jersey
$293K
VCP
598
Vista Capital Partners
Oregon
$292K
Citigroup
599
Citigroup
New York
$291K
AWA
600
Acorn Wealth Advisors
Michigan
$287K