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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
CIC
651
Cutler Investment Counsel
Oregon
$226K
AWM
652
Aprio Wealth Management
Georgia
$225K
OAM
653
Oppenheimer Asset Management
New York
$223K
Empower Advisory Group
654
Empower Advisory Group
Colorado
$223K
ZIC
655
ZWJ Investment Counsel
Georgia
$222K
TSS
656
Two Sigma Securities
New York
$221K
WHCFA
657
William Howard & Co Financial Advisors
Tennessee
$221K
LFS
658
Lutz Financial Services
Nebraska
$220K
FWM
659
Focused Wealth Management
New York
$218K
CA
660
CWC Advisors
Oregon
$218K
CIA
661
Capital Investment Advisors
Georgia
$218K
SIC
662
Salem Investment Counselors
North Carolina
$217K
AIM
663
Anchor Investment Management
South Carolina
$216K
AG
664
Advocate Group
Minnesota
$215K
RWM
665
Ritholtz Wealth Management
New York
$214K
RWM
666
Rialto Wealth Management
New York
$213K
AP
667
Appleton Partners
Massachusetts
$211K
CGFA
668
Colton Groome Financial Advisors
North Carolina
$210K
CPA
669
Capital Performance Advisors
California
$210K
LSL
670
Legacy Solutions LLC
Pennsylvania
$209K
CAM
671
Clark Asset Management
New Hampshire
$209K
FMWA
672
Forvis Mazars Wealth Advisors
Missouri
$209K
HIP
673
HUB Investment Partners
Texas
$209K
DWM
674
Destination Wealth Management
California
$209K
GSC
675
G&S Capital
Colorado
$208K