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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
SSB
776
Sandy Spring Bank
Maryland
$12.4K
CWA
777
Carolina Wealth Advisors
South Carolina
$12.3K
FHA
778
First Horizon Advisors
Tennessee
$12.2K
EWM
779
Evermay Wealth Management
Virginia
$12K
Qube Research & Technologies (QRT)
780
Qube Research & Technologies (QRT)
United Kingdom
$11.9K
PS
781
Pinney & Scofield
Massachusetts
$11.6K
SC
782
Swan Capital
Florida
$11.4K
AIC
783
Archer Investment Corporation
Indiana
$10.8K
LC
784
Luminist Capital
Michigan
$10.4K
RF
785
Rossby Financial
Florida
$9.63K
MBFW
786
Morton Brown Family Wealth
Pennsylvania
$9.41K
GWSG
787
GPS Wealth Strategies Group
Colorado
$9.33K
GFPC
788
Global Financial Private Client
Florida
$8.85K
OP
789
ORG Partners
Indiana
$8.65K
CA
790
Crewe Advisors
Utah
$8.6K
Bessemer Group
791
Bessemer Group
New Jersey
$8K
AWM
792
Aberdeen Wealth Management
Illinois
$7.97K
CMA
793
Cedar Mountain Advisors
Oregon
$7.95K
RA
794
Rise Advisors
New York
$7.74K
PPC
795
Park Place Capital
Alabama
$7.5K
LI
796
LRI Investments
Florida
$6.94K
RJA
797
Ross\Johnson & Associates
Minnesota
$6.11K
HIA
798
Harbor Investment Advisory
Maryland
$5.98K
HHGA
799
Halbert Hargrove Global Advisors
California
$5.9K
AAP
800
Arax Advisory Partners
Colorado
$5.18K