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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
CW
201
CreativeOne Wealth
Kansas
$3.59M
CPRC
202
Consolidated Portfolio Review Corp
New York
$3.53M
LIM
203
Leavell Investment Management
Alabama
$3.48M
AA
204
Apriem Advisors
California
$3.46M
DP
205
DDD Partners
Washington
$3.44M
LIA
206
LifePlan Investment Advisors
North Carolina
$3.39M
ATWA
207
Arbor Trust Wealth Advisors
Michigan
$3.3M
SCM
208
Saxony Capital Management
Missouri
$3.29M
Baird Financial Group
209
Baird Financial Group
Wisconsin
$3.29M
CCG
210
Coastwise Capital Group
California
$3.29M
KWA
211
Kingswood Wealth Advisors
California
$3.25M
NSAM
212
North Star Asset Management
Wisconsin
$3.24M
BOPW
213
Brandywine Oak Private Wealth
Pennsylvania
$3.23M
ZRP
214
Zynergy Retirement Planning
New Jersey
$3.22M
KAS
215
KPP Advisory Services
Kentucky
$3.2M
MWM
216
Modera Wealth Management
New Jersey
$3.2M
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$3.2M
BCM
218
Barden Capital Management
Texas
$3.16M
Truist Financial
219
Truist Financial
North Carolina
$3.15M
GWA
220
GGM Wealth Advisors
Maryland
$3.15M
SWP
221
Stratos Wealth Partners
Ohio
$3.12M
SCM
222
SCS Capital Management
Massachusetts
$3.08M
SCM
223
Steele Capital Management
Iowa
$3.02M
JGCM
224
Joseph Group Capital Management
Ohio
$2.97M
DE
225
Diversified Enterprises
Delaware
$2.97M