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Schwab US Large-Cap Value ETF

918 hedge funds and large institutions have $10.6B invested in Schwab US Large-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 345 increasing their positions, 285 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
918
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
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
MWM
251
Mission Wealth Management
California
$2.71M
BFM
252
Broadview Financial Management
Wisconsin
$2.69M
EW
253
Evoke Wealth
California
$2.61M
CFGA
254
Cambridge Financial Group (Arizona)
Arizona
$2.58M
CA
255
Clearstead Advisors
Ohio
$2.53M
FA
256
Fagan Associates
New York
$2.51M
AC
257
Apella Capital
Connecticut
$2.5M
VFIC
258
Valley Forge Investment Consultants
Pennsylvania
$2.49M
AFA
259
Amicus Financial Advisors
Texas
$2.48M
TIM
260
Tortoise Investment Management
New York
$2.47M
SWA
261
Stratos Wealth Advisors
Ohio
$2.45M
CIA
262
Concurrent Investment Advisors
Florida
$2.45M
AssetMark Inc
263
AssetMark Inc
California
$2.44M
CW
264
CreativeOne Wealth
Kansas
$2.41M
AWA
265
Arkadios Wealth Advisors
Georgia
$2.38M
WMWM
266
Wilkins Miller Wealth Management
Alabama
$2.37M
PFA
267
Pinnacle Family Advisors
Missouri
$2.37M
WCM
268
Weaver Capital Management
Georgia
$2.36M
RA
269
Riversedge Advisors
Delaware
$2.35M
PFA
270
Pure Financial Advisors
California
$2.34M
SAM
271
Secure Asset Management
Michigan
$2.33M
AWM
272
AE Wealth Management
Kansas
$2.32M
ECM
273
Elgethun Capital Management
South Dakota
$2.32M
CIS
274
Custom Index Systems
New York
$2.29M
RIA
275
Regal Investment Advisors
Michigan
$2.27M