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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
FSWA
601
Financial Synergies Wealth Advisors
Texas
$283K
CCAL
602
City Center Advisors LLC
Michigan
$282K
DI
603
Disciplined Investors
Texas
$281K
CF
604
Centaurus Financial
California
$280K
PCA
605
Prosperity Capital Advisors
Ohio
$279K
GAA
606
Guardian Asset Advisors
Pennsylvania
$279K
MAMG
607
Milestone Asset Management Group
Connecticut
$278K
RPGNY
608
Retirement Planning Group (New York)
New York
$277K
FWI
609
Facet Wealth Inc
Maryland
$275K
NCFG
610
New Century Financial Group
New Jersey
$272K
D.E. Shaw & Co
611
D.E. Shaw & Co
New York
$272K
WW
612
Waterfront Wealth
Kansas
$271K
Brown Advisory
613
Brown Advisory
Maryland
$270K
CW
614
Code Waechter
Florida
$270K
PA
615
PFG Advisors
Arizona
$270K
APG
616
Abacus Planning Group
South Carolina
$270K
HCP
617
Hardin Capital Partners
South Carolina
$270K
DFA
618
DHJJ Financial Advisors
Illinois
$269K
BFWM
619
Bright Futures Wealth Management
New York
$269K
FCH
620
Freestone Capital Holdings
Washington
$267K
PFBT
621
Parkside Financial Bank & Trust
Missouri
$266K
HWA
622
Hillcrest Wealth Advisors
New Jersey
$266K
SC
623
Shearwater Capital
Colorado
$266K
SPA
624
Sentinel Pension Advisors
Massachusetts
$265K
JWA
625
JFS Wealth Advisors
Pennsylvania
$264K