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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
BFG
276
Berger Financial Group
Minnesota
$2.24M
YIH
277
Y-Intercept (HK)
Hong Kong
$2.24M
AGC
278
Aspen Grove Capital
Colorado
$2.24M
JWCA
279
J.W. Cole Advisors
Florida
$2.23M
FSG
280
Financial Strategies Group
Michigan
$2.2M
EWA
281
EverSource Wealth Advisors
Alabama
$2.17M
M
282
MYeCFO
California
$2.16M
Susquehanna International Group
283
Susquehanna International Group
Pennsylvania
$2.15M
BL
284
BCWM LLC
Kansas
$2.11M
DSC
285
Duncker Streett & Co
Missouri
$2.11M
MS
286
Monetary Solutions
Ohio
$2.08M
BFG
287
Bleakley Financial Group
New Jersey
$2.05M
TCRG
288
Twin Cities Retirement Group
Minnesota
$2.01M
ADL
289
Asset Dedication LLC
California
$2.01M
IC
290
IEQ Capital
California
$1.99M
EA
291
Emerald Advisors
Washington
$1.99M
LAIC
292
Lederer & Associates Investment Counsel
California
$1.98M
RPGK
293
Retirement Planning Group (Kansas)
Kansas
$1.95M
AOWM
294
Asset One Wealth Management
Washington
$1.95M
CRA
295
Clear Retirement Advice
California
$1.93M
SWA
296
Sax Wealth Advisors
New Jersey
$1.92M
Janney Montgomery Scott
297
Janney Montgomery Scott
Pennsylvania
$1.91M
ZIM
298
Zacks Investment Management
Illinois
$1.91M
NSG
299
Nalls Sherbakoff Group
Tennessee
$1.9M
ITG
300
Index Technologies Group
New York
$1.88M