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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
CWM
101
Congress Wealth Management
Massachusetts
$11M
GCP
102
Gill Capital Partners
Colorado
$10.9M
ACA
103
Ackerman Capital Advisors
Texas
$10.8M
YP
104
YANKCOM Partnership
South Dakota
$10.7M
AF
105
Allworth Financial
California
$10.6M
EWM
106
Empirical Wealth Management
Washington
$10.5M
Focus Partners Wealth
107
Focus Partners Wealth
Massachusetts
$10.2M
FFA
108
Farther Finance Advisors
California
$10.1M
WMWM
109
Whitaker-Myers Wealth Managers
Ohio
$10M
JJBC
110
James J. Burns & Company
New York
$9.99M
MFG
111
Merit Financial Group
Georgia
$9.87M
Pathstone Holdings
112
Pathstone Holdings
New Jersey
$9.73M
WP
113
WealthShield Partners
North Carolina
$9.4M
MBI
114
May Barnhard Investments
Maryland
$9.34M
CP
115
Capital Planning
Washington
$8.99M
EE
116
EWG Elevate
California
$8.98M
HG
117
Harbor Group
New Hampshire
$8.92M
WPIC
118
White Pine Investment Company
Michigan
$8.89M
OWM
119
Opes Wealth Management
California
$8.74M
BCIM
120
Bishop & Co Investment Management
Pennsylvania
$8.61M
DPI
121
Diversified Portfolios Inc
Michigan
$8.56M
US Bancorp
122
US Bancorp
Minnesota
$8.32M
WAM
123
Weinberger Asset Management
California
$8.3M
ISWM
124
Independent Solutions Wealth Management
New York
$8.13M
SF
125
Safeguard Financial
Wisconsin
$8.1M