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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
KP
326
Keel Point
Alabama
$1.52M
OSAM
327
O'Shaughnessy Asset Management
Connecticut
$1.52M
RGF
328
Retirement Guys Formula
Ohio
$1.49M
SA
329
Sovran Advisors
California
$1.49M
WMA
330
William Mack & Associates
Michigan
$1.48M
KAM
331
KEB Asset Management
Illinois
$1.45M
CA
332
Continuum Advisory
Idaho
$1.44M
LIWM
333
Long Island Wealth Management
New York
$1.44M
LJAC
334
L.J. Altfest & Co
New York
$1.43M
Rockefeller Capital Management
335
Rockefeller Capital Management
New York
$1.41M
Renaissance Technologies
336
Renaissance Technologies
New York
$1.41M
KJWM
337
Kiley Juergens Wealth Management
Washington
$1.41M
GWM
338
Geneos Wealth Management
Colorado
$1.41M
KFG
339
Kelly Financial Group
Connecticut
$1.4M
IWM
340
IHT Wealth Management
Illinois
$1.4M
BWM
341
BCGM Wealth Management
Indiana
$1.4M
WCM
342
Whitener Capital Management
North Carolina
$1.39M
MFP
343
Meramec Financial Planners
Missouri
$1.39M
SCM
344
SOL Capital Management
Maryland
$1.39M
AWE
345
Avidian Wealth Enterprises
Texas
$1.39M
UAG
346
United Advisor Group
Ohio
$1.38M
CCWM
347
Cassaday & Co Wealth Management
Virginia
$1.37M
CP
348
Creekside Partners
California
$1.36M
PAG
349
Private Advisor Group
New Jersey
$1.35M
TNA
350
True North Advisors
Texas
$1.35M