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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
CPIG
351
Chicago Partners Investment Group
Illinois
$1.35M
WANY
352
Wealthspire Advisors (New York)
New York
$1.34M
VFA
353
Valeo Financial Advisors
Indiana
$1.33M
SWM
354
Seed Wealth Management
Illinois
$1.33M
EH
355
Equitable Holdings
New York
$1.33M
CCM
356
Condor Capital Management
New Jersey
$1.31M
VST
357
Van Strum & Towne
California
$1.29M
JFG
358
JMG Financial Group
Illinois
$1.27M
VCWA
359
Vanguard Capital Wealth Advisors
Colorado
$1.27M
IJWM
360
Inman Jager Wealth Management
Mississippi
$1.27M
LAM
361
L2 Asset Management
Massachusetts
$1.27M
IAS
362
IMA Advisory Services
Colorado
$1.26M
Koshinski Asset Management
363
Koshinski Asset Management
Illinois
$1.26M
GCA
364
Gradient Capital Advisors
California
$1.26M
AWMS
365
Advocacy Wealth Management Services
Georgia
$1.25M
Goldman Sachs
366
Goldman Sachs
New York
$1.23M
FCB
367
First County Bank
Connecticut
$1.23M
TA
368
Tactive Advisors
Florida
$1.22M
HTC
369
Haverford Trust Company
Pennsylvania
$1.22M
KC
370
Knuff & Co
California
$1.2M
WPC
371
Wedmont Private Capital
Pennsylvania
$1.19M
MWM
372
Modern Wealth Management
Kansas
$1.19M
PNC Financial Services Group
373
PNC Financial Services Group
Pennsylvania
$1.18M
Comerica Bank
374
Comerica Bank
Texas
$1.18M
NRI
375
NFP Retirement Inc
California
$1.16M