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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
KMWM
676
Keudell/Morrison Wealth Management
Oregon
$207K
EL
677
Essex LLC
Illinois
$205K
AP
678
Adero Partners
California
$205K
AC
679
AlphaCore Capital
California
$205K
CIAS
680
CFS Investment Advisory Services
New Jersey
$204K
JIC
681
Joel Isaacson & Co
New York
$204K
WF
682
WinCap Financial
Massachusetts
$203K
GBWM
683
Granite Bay Wealth Management
New Hampshire
$202K
STFP
684
Signal Tree Financial Partners
Ohio
$202K
PPWM
685
Perissos Private Wealth Management
Oklahoma
$201K
GA
686
GoalVest Advisory
New York
$183K
FVIM
687
Fort Vancouver Investment Management
Washington
$179K
SIS
688
Strategic Investment Solutions
Illinois
$171K
CCM
689
Chilton Capital Management
Texas
$170K
WPA
690
West Paces Advisors
Georgia
$167K
WF
691
Wayfinding Financial
Washington
$163K
HIIFS
692
Harel Insurance Investments & Financial Services
Israel
$159K
Russell Investments Group
693
Russell Investments Group
United Kingdom
$158K
AIA
694
Arcadia Investment Advisors
Idaho
$141K
CAM
695
Costello Asset Management
Pennsylvania
$139K
BlackRock
696
BlackRock
New York
$139K
MIA
697
MeadowBrook Investment Advisors
Michigan
$135K
CA
698
CoreCap Advisors
Michigan
$133K
HFS
699
Hantz Financial Services
Michigan
$121K
MTIC
700
Missouri Trust & Investment Company
Missouri
$119K