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