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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
DP
76
Denver PWM
Colorado
$17M
GC
77
Garde Capital
Washington
$16.7M
CIA
78
Cape Investment Advisory
Georgia
$16M
SAMC
79
Spectrum Asset Management (California)
California
$15.8M
KNFPWM
80
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$15.8M
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$15.6M
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$15.6M
PWM
83
Perigon Wealth Management
California
$15.5M
CWA
84
Cornerstone Wealth Advisors
Minnesota
$15.3M
EFG
85
Ethos Financial Group
Pennsylvania
$15.3M
MA
86
Mutual Advisors
Nebraska
$15.2M
Raymond James Financial
87
Raymond James Financial
Florida
$14.9M
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$14.4M
WAP
89
Wealthcare Advisory Partners
Pennsylvania
$14.2M
MWA
90
Martel Wealth Advisors
Washington
$14.1M
WA
91
Waverly Advisors
Alabama
$14.1M
KAS
92
Kestra Advisory Services
Texas
$14.1M
GSIS
93
Global Strategic Investment Solutions
Arizona
$14M
UWM
94
USAdvisors Wealth Management
Minnesota
$13.9M
BHB
95
Bank Hapoalim BM
Israel
$13.4M
SF
96
Seek First
California
$12.9M
IAN
97
Integrated Advisors Network
Texas
$12.8M
LC
98
LCNB Corp
Ohio
$12.7M
GB
99
Goepper Burkhardt
South Carolina
$12.3M
BWL
100
Bogart Wealth LLC
Virginia
$12M