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Schwab US Large-Cap Value ETF

919 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, 346 increasing their positions, 285 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
76
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
MAG
251
M3 Advisory Group
Massachusetts
$2.77M
MWM
252
Mission Wealth Management
California
$2.71M
BFM
253
Broadview Financial Management
Wisconsin
$2.69M
EW
254
Evoke Wealth
California
$2.61M
CFGA
255
Cambridge Financial Group (Arizona)
Arizona
$2.58M
CA
256
Clearstead Advisors
Ohio
$2.53M
FA
257
Fagan Associates
New York
$2.51M
AC
258
Apella Capital
Connecticut
$2.5M
VFIC
259
Valley Forge Investment Consultants
Pennsylvania
$2.49M
AFA
260
Amicus Financial Advisors
Texas
$2.48M
TIM
261
Tortoise Investment Management
New York
$2.47M
SWA
262
Stratos Wealth Advisors
Ohio
$2.45M
CIA
263
Concurrent Investment Advisors
Florida
$2.45M
AssetMark Inc
264
AssetMark Inc
California
$2.44M
CW
265
CreativeOne Wealth
Kansas
$2.41M
AWA
266
Arkadios Wealth Advisors
Georgia
$2.38M
WMWM
267
Wilkins Miller Wealth Management
Alabama
$2.37M
PFA
268
Pinnacle Family Advisors
Missouri
$2.37M
WCM
269
Weaver Capital Management
Georgia
$2.36M
RA
270
Riversedge Advisors
Delaware
$2.35M
PFA
271
Pure Financial Advisors
California
$2.34M
SAM
272
Secure Asset Management
Michigan
$2.33M
AWM
273
AE Wealth Management
Kansas
$2.32M
ECM
274
Elgethun Capital Management
South Dakota
$2.32M
CIS
275
Custom Index Systems
New York
$2.29M