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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
SA
301
Stewardship Advisors
Pennsylvania
$1.87M
NWAG
302
Net Worth Advisory Group
Utah
$1.86M
IA
303
IFP Advisors
Florida
$1.86M
MFT
304
Moisand Fitzgerald Tamayo
Florida
$1.84M
RWM
305
Ritholtz Wealth Management
New York
$1.81M
CSP
306
Cary Street Partners
Virginia
$1.8M
AWM
307
Apollon Wealth Management
South Carolina
$1.79M
CA
308
CGN Advisors
Kansas
$1.79M
AIM
309
Avity Investment Management
Connecticut
$1.78M
PA
310
Parallel Advisors
California
$1.73M
KF
311
K2 Financial
California
$1.73M
SF
312
Schaeffer Financial
Maryland
$1.69M
MW
313
Maia Wealth
Colorado
$1.68M
AL
314
Aspiriant LLC
California
$1.65M
BIA
315
Bigelow Investment Advisors
Maine
$1.64M
CWM
316
Cornerstone Wealth Management
Missouri
$1.63M
GHA
317
GW Henssler & Associates
Georgia
$1.63M
MWA
318
Monograph Wealth Advisors
California
$1.62M
RA
319
RFG Advisory
Alabama
$1.58M
BlackRock
320
BlackRock
New York
$1.58M
MCC
321
Money Concepts Capital
Florida
$1.58M
CAG
322
Csenge Advisory Group
Florida
$1.56M
CCC
323
Compass Capital Corp
Massachusetts
$1.56M
ES
324
ETF Store
Kansas
$1.55M
BFA
325
Ballast Financial Advisors
Pennsylvania
$1.54M