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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
PAG
351
Private Advisor Group
New Jersey
$1.35M
TNA
352
True North Advisors
Texas
$1.35M
CPIG
353
Chicago Partners Investment Group
Illinois
$1.35M
WANY
354
Wealthspire Advisors (New York)
New York
$1.34M
VFA
355
Valeo Financial Advisors
Indiana
$1.33M
SWM
356
Seed Wealth Management
Illinois
$1.33M
EH
357
Equitable Holdings
New York
$1.33M
CCM
358
Condor Capital Management
New Jersey
$1.31M
VST
359
Van Strum & Towne
California
$1.29M
JFG
360
JMG Financial Group
Illinois
$1.27M
VCWA
361
Vanguard Capital Wealth Advisors
Colorado
$1.27M
IJWM
362
Inman Jager Wealth Management
Mississippi
$1.27M
LAM
363
L2 Asset Management
Massachusetts
$1.27M
IAS
364
IMA Advisory Services
Colorado
$1.26M
Koshinski Asset Management
365
Koshinski Asset Management
Illinois
$1.26M
GCA
366
Gradient Capital Advisors
California
$1.26M
AWMS
367
Advocacy Wealth Management Services
Georgia
$1.25M
Goldman Sachs
368
Goldman Sachs
New York
$1.23M
FCB
369
First County Bank
Connecticut
$1.23M
TA
370
Tactive Advisors
Florida
$1.22M
HTC
371
Haverford Trust Company
Pennsylvania
$1.22M
KC
372
Knuff & Co
California
$1.2M
WPC
373
Wedmont Private Capital
Pennsylvania
$1.19M
MWM
374
Modern Wealth Management
Kansas
$1.19M
PNC Financial Services Group
375
PNC Financial Services Group
Pennsylvania
$1.18M