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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
HSA
126
HBK Sorce Advisory
Pennsylvania
$7.82M
CKAIS
127
Christensen King & Associates Investment Services
Washington
$7.67M
TWP
128
Total Wealth Planning
Ohio
$7.58M
RWP
129
RWA Wealth Partners
Massachusetts
$7.48M
CMP
130
Courage Miller Partners
Virginia
$7.13M
MMHP
131
Murphy Middleton Hinkle & Parker
Georgia
$7.02M
IWA
132
IVC Wealth Advisors
Pennsylvania
$6.88M
IWC
133
Integrated Wealth Concepts
Massachusetts
$6.8M
CI
134
Conning Inc
Connecticut
$6.74M
EWA
135
Exencial Wealth Advisors
Oklahoma
$6.65M
CM
136
Columbus Macro
Pennsylvania
$6.64M
CAM
137
Cresset Asset Management
Illinois
$6.6M
GIA
138
Gladstone Institutional Advisory
Florida
$6.53M
TWM
139
Thrive Wealth Management
Pennsylvania
$6.39M
PSCM
140
Per Stirling Capital Management
Texas
$6.24M
FF
141
Friday Financial
Iowa
$6.2M
SFA
142
Sequoia Financial Advisors
Ohio
$6.12M
PMG
143
ProVise Management Group
Florida
$6.1M
OPS
144
Orion Portfolio Solutions
Nebraska
$6.09M
BCI
145
Brinker Capital Investments
Pennsylvania
$6.09M
PP
146
PrairieView Partners
Minnesota
$6.03M
BAM
147
Berkshire Asset Management
Pennsylvania
$6.02M
BCM
148
Brookstone Capital Management
Illinois
$5.93M
WRPWM
149
Werba Rubin Papier Wealth Management
California
$5.9M
LTL
150
Lowery Thomas LLC
California
$5.83M