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