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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
LFP
176
Leeward Financial Partners
Washington
$4.52M
RWM
177
RKL Wealth Management
Pennsylvania
$4.51M
GBFP
178
Golden Bell Financial Planning
Georgia
$4.51M
MWM
179
Meridian Wealth Management
Kentucky
$4.49M
EFG
180
Embree Financial Group
Illinois
$4.45M
NDSI
181
Newman Dignan & Sheerar Inc
Rhode Island
$4.37M
MSFS
182
Main Street Financial Solutions
Pennsylvania
$4.33M
DAS
183
Dynamic Advisor Solutions
Arizona
$4.29M
CWM
184
Cadence Wealth Management
Massachusetts
$4.27M
LWM
185
Lighthouse Wealth Management
Ohio
$4.23M
EFG
186
Everhart Financial Group
Ohio
$4.09M
CAWM
187
Capital Advisors Wealth Management
Washington
$3.98M
VBWMG
188
Von Berge Wealth Management Group
California
$3.93M
TC
189
TownSquare Capital
Utah
$3.9M
WA
190
Waterford Advisors
New York
$3.88M
WIA
191
Westbourne Investment Advisors
Maryland
$3.87M
PFA
192
Pinnacle Family Advisors
Missouri
$3.86M
BBPWM
193
Blue Bell Private Wealth Management
Pennsylvania
$3.84M
RIA
194
Retirement Investment Advisors
Oklahoma
$3.83M
AFTS
195
American Financial & Tax Strategies
New York
$3.82M
EWA
196
EP Wealth Advisors
California
$3.77M
ACA
197
Affinity Capital Advisors
California
$3.77M
GFWA
198
Grey Fox Wealth Advisors
Delaware
$3.76M
WF
199
Warner Financial
Maryland
$3.64M
AWG
200
Altus Wealth Group
Colorado
$3.6M