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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
ES
326
ETF Store
Kansas
$1.55M
BFA
327
Ballast Financial Advisors
Pennsylvania
$1.54M
KP
328
Keel Point
Alabama
$1.52M
OSAM
329
O'Shaughnessy Asset Management
Connecticut
$1.52M
RGF
330
Retirement Guys Formula
Ohio
$1.49M
SA
331
Sovran Advisors
California
$1.49M
WMA
332
William Mack & Associates
Michigan
$1.48M
KAM
333
KEB Asset Management
Illinois
$1.45M
CA
334
Continuum Advisory
Idaho
$1.44M
LIWM
335
Long Island Wealth Management
New York
$1.44M
LJAC
336
L.J. Altfest & Co
New York
$1.43M
Rockefeller Capital Management
337
Rockefeller Capital Management
New York
$1.41M
Renaissance Technologies
338
Renaissance Technologies
New York
$1.41M
KJWM
339
Kiley Juergens Wealth Management
Washington
$1.41M
GWM
340
Geneos Wealth Management
Colorado
$1.41M
KFG
341
Kelly Financial Group
Connecticut
$1.4M
IWM
342
IHT Wealth Management
Illinois
$1.4M
BWM
343
BCGM Wealth Management
Indiana
$1.4M
WCM
344
Whitener Capital Management
North Carolina
$1.39M
MFP
345
Meramec Financial Planners
Missouri
$1.39M
SCM
346
SOL Capital Management
Maryland
$1.39M
AWE
347
Avidian Wealth Enterprises
Texas
$1.39M
UAG
348
United Advisor Group
Ohio
$1.38M
CCWM
349
Cassaday & Co Wealth Management
Virginia
$1.37M
CP
350
Creekside Partners
California
$1.36M