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Schwab US Large-Cap Value ETF

917 hedge funds and large institutions have $10.5B invested in Schwab US Large-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 345 increasing their positions, 285 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
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
ACG
226
Allen Capital Group
Nebraska
$3.37M
AFTS
227
American Financial & Tax Strategies
New York
$3.37M
LIM
228
Leavell Investment Management
Alabama
$3.36M
Lido Advisors
229
Lido Advisors
California
$3.32M
AWG
230
Altus Wealth Group
Colorado
$3.28M
IWA
231
IVC Wealth Advisors
Pennsylvania
$3.26M
CFP
232
Cypress Financial Planning
New Jersey
$3.25M
ASN
233
Advisory Services Network
Georgia
$3.13M
CAG
234
Compass Advisory Group
New York
$3.12M
ATWA
235
Arbor Trust Wealth Advisors
Michigan
$3.11M
DAS
236
Dynamic Advisor Solutions
Arizona
$3.11M
MCCA
237
Mill Creek Capital Advisors
Pennsylvania
$3.09M
WIC
238
Woodmont Investment Counsel
Tennessee
$3.09M
CL
239
Choreo LLC
Illinois
$3.09M
AQR Capital Management
240
AQR Capital Management
Connecticut
$3.04M
HWM
241
HB Wealth Management
Georgia
$3.03M
ZRP
242
Zynergy Retirement Planning
New Jersey
$3.01M
AAS
243
Ameritas Advisory Services
Nebraska
$2.96M
SCM
244
Steele Capital Management
Iowa
$2.96M
Jones Financial Companies
245
Jones Financial Companies
Missouri
$2.87M
UW
246
Unique Wealth
Florida
$2.86M
MMCM
247
Murphy & Mullick Capital Management
New York
$2.85M
SOS
248
Silver Oak Securities
Tennessee
$2.81M
MAG
249
M3 Advisory Group
Massachusetts
$2.77M
MWM
250
Mission Wealth Management
California
$2.71M