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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
MMA
301
Miracle Mile Advisors
California
$1.88M
SA
302
Stewardship Advisors
Pennsylvania
$1.87M
NWAG
303
Net Worth Advisory Group
Utah
$1.86M
IA
304
IFP Advisors
Florida
$1.86M
MFT
305
Moisand Fitzgerald Tamayo
Florida
$1.84M
RWM
306
Ritholtz Wealth Management
New York
$1.81M
CSP
307
Cary Street Partners
Virginia
$1.8M
AWM
308
Apollon Wealth Management
South Carolina
$1.79M
CA
309
CGN Advisors
Kansas
$1.79M
AIM
310
Avity Investment Management
Connecticut
$1.78M
PA
311
Parallel Advisors
California
$1.73M
KF
312
K2 Financial
California
$1.73M
SF
313
Schaeffer Financial
Maryland
$1.69M
MW
314
Maia Wealth
Colorado
$1.68M
AL
315
Aspiriant LLC
California
$1.65M
BIA
316
Bigelow Investment Advisors
Maine
$1.64M
CWM
317
Cornerstone Wealth Management
Missouri
$1.63M
GHA
318
GW Henssler & Associates
Georgia
$1.63M
MWA
319
Monograph Wealth Advisors
California
$1.62M
RA
320
RFG Advisory
Alabama
$1.58M
BlackRock
321
BlackRock
New York
$1.58M
MCC
322
Money Concepts Capital
Florida
$1.58M
CAG
323
Csenge Advisory Group
Florida
$1.56M
CCC
324
Compass Capital Corp
Massachusetts
$1.56M
ES
325
ETF Store
Kansas
$1.55M