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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
FMP
801
Financial Management Professionals
Texas
$4.94K
KGP
802
Keystone Global Partners
Colorado
$4.62K
BIG
803
Brooklyn Investment Group
New York
$4.47K
BAM
804
Bellevue Asset Management
Washington
$4.07K
HT
805
Headlands Technologies
Illinois
$3.62K
PWMG
806
Private Wealth Management Group
New Jersey
$3.59K
FAM
807
Flaharty Asset Management
Florida
$3.08K
FDW
808
Fourth Dimension Wealth
Ohio
$3K
EWA
809
EverSource Wealth Advisors
Alabama
$2.95K
IRC
810
Investors Research Corp
Georgia
$2.95K
AGWCA
811
Annis Gardner Whiting Capital Advisors
Florida
$2.66K
AIA
812
Armor Investment Advisors
North Carolina
$2.63K
Fifth Third Bancorp
813
Fifth Third Bancorp
Ohio
$2.47K
AWM
814
Abound Wealth Management
Tennessee
$2.31K
NMG
815
New Millennium Group
Utah
$1.59K
HPIA
816
Hamilton Point Investment Advisors
North Carolina
$1.59K
BFPW
817
BOK Financial Private Wealth
Colorado
$1.2K
CCMW
818
Cypress Capital Management (Wyoming)
Wyoming
$1.2K
HFS
819
Hopwood Financial Services
Virginia
$1.14K
CMP
820
Coston McIsaac & Partners
Maine
$1K
TCOV
821
Trust Company of Vermont
Vermont
$983
SIS
822
Sound Income Strategies
Florida
$957
WWM
823
Wolff Wiese Magana
California
$798
RCA
824
Runnymede Capital Advisors
Ohio
$658
IF
825
Integrity Financial
Wyoming
$478