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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
BFM
251
Broadview Financial Management
Wisconsin
$2.69M
EW
252
Evoke Wealth
California
$2.61M
CFGA
253
Cambridge Financial Group (Arizona)
Arizona
$2.58M
CA
254
Clearstead Advisors
Ohio
$2.53M
FA
255
Fagan Associates
New York
$2.51M
AC
256
Apella Capital
Connecticut
$2.5M
VFIC
257
Valley Forge Investment Consultants
Pennsylvania
$2.49M
AFA
258
Amicus Financial Advisors
Texas
$2.48M
TIM
259
Tortoise Investment Management
New York
$2.47M
SWA
260
Stratos Wealth Advisors
Ohio
$2.45M
CIA
261
Concurrent Investment Advisors
Florida
$2.45M
AssetMark Inc
262
AssetMark Inc
California
$2.44M
CW
263
CreativeOne Wealth
Kansas
$2.41M
AWA
264
Arkadios Wealth Advisors
Georgia
$2.38M
WMWM
265
Wilkins Miller Wealth Management
Alabama
$2.37M
PFA
266
Pinnacle Family Advisors
Missouri
$2.37M
WCM
267
Weaver Capital Management
Georgia
$2.36M
RA
268
Riversedge Advisors
Delaware
$2.35M
PFA
269
Pure Financial Advisors
California
$2.34M
SAM
270
Secure Asset Management
Michigan
$2.33M
AWM
271
AE Wealth Management
Kansas
$2.32M
ECM
272
Elgethun Capital Management
South Dakota
$2.32M
CIS
273
Custom Index Systems
New York
$2.29M
RIA
274
Regal Investment Advisors
Michigan
$2.27M
BFG
275
Berger Financial Group
Minnesota
$2.24M