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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
HDIM
726
Hanson & Doremus Investment Management
Vermont
$58K
BFP
727
Briaud Financial Planning
Texas
$56K
VWM
728
Vermillion Wealth Management
Minnesota
$55.6K
MIM
729
MTM Investment Management
South Carolina
$55.4K
TFGT
730
TS Financial Group (TSFG)
Illinois
$55K
JFA
731
JNBA Financial Advisors
Minnesota
$54.9K
PFM
732
Phillips Financial Management
Indiana
$54.2K
PC
733
Promus Capital
Illinois
$52.9K
BCMLT
734
Beacon Capital Management LLC (Tennessee)
Tennessee
$47.9K
PK
735
Pflug Koory
Nebraska
$46.7K
FFO
736
Fortitude Family Office
Arizona
$44K
AG
737
AmeriFlex Group
Nevada
$43.6K
KFI
738
Key Financial Inc
Pennsylvania
$41.7K
BCM
739
Blume Capital Management
California
$39.9K
NG
740
NWK Group
California
$37.6K
CFO
741
CVA Family Office
Colorado
$37.2K
MIM
742
Marshall Investment Management
Colorado
$37K
WT
743
Washington Trust
Rhode Island
$36K
FCT
744
Family Capital Trust
Massachusetts
$34.5K
MSFP
745
Mark Sheptoff Financial Planning
Connecticut
$33.9K
VCM
746
Versant Capital Management
Arizona
$33.5K
OW
747
Olistico Wealth
Oklahoma
$32.9K
WTC
748
WhitTier Trust Company
Nevada
$32.8K
MAS
749
MPWM Advisory Solutions
Georgia
$31.9K
T
750
Tidemark
California
$31.9K