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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
RIA
276
Regal Investment Advisors
Michigan
$2.27M
BFG
277
Berger Financial Group
Minnesota
$2.24M
YIH
278
Y-Intercept (HK)
Hong Kong
$2.24M
AGC
279
Aspen Grove Capital
Colorado
$2.24M
JWCA
280
J.W. Cole Advisors
Florida
$2.23M
FSG
281
Financial Strategies Group
Michigan
$2.2M
EWA
282
EverSource Wealth Advisors
Alabama
$2.17M
M
283
MYeCFO
California
$2.16M
Susquehanna International Group
284
Susquehanna International Group
Pennsylvania
$2.15M
BL
285
BCWM LLC
Kansas
$2.11M
DSC
286
Duncker Streett & Co
Missouri
$2.11M
MS
287
Monetary Solutions
Ohio
$2.08M
BFG
288
Bleakley Financial Group
New Jersey
$2.05M
TCRG
289
Twin Cities Retirement Group
Minnesota
$2.01M
ADL
290
Asset Dedication LLC
California
$2.01M
IC
291
IEQ Capital
California
$1.99M
EA
292
Emerald Advisors
Washington
$1.99M
LAIC
293
Lederer & Associates Investment Counsel
California
$1.98M
RPGK
294
Retirement Planning Group (Kansas)
Kansas
$1.95M
AOWM
295
Asset One Wealth Management
Washington
$1.95M
CRA
296
Clear Retirement Advice
California
$1.93M
SWA
297
Sax Wealth Advisors
New Jersey
$1.92M
Janney Montgomery Scott
298
Janney Montgomery Scott
Pennsylvania
$1.91M
ZIM
299
Zacks Investment Management
Illinois
$1.91M
NSG
300
Nalls Sherbakoff Group
Tennessee
$1.9M