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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
Comerica Bank
376
Comerica Bank
Texas
$1.18M
NRI
377
NFP Retirement Inc
California
$1.16M
EA
378
Enclave Advisors
Texas
$1.15M
CAAM
379
Cornerstone Advisors Asset Management
Pennsylvania
$1.15M
AIM
380
Athena Investment Management
California
$1.14M
WA
381
Waterford Advisors
New York
$1.14M
LFG
382
Larson Financial Group
Missouri
$1.14M
CCWP
383
Cedar Cove Wealth Partners
Minnesota
$1.14M
William Blair & Company
384
William Blair & Company
Illinois
$1.13M
HI
385
Hoey Investments
Pennsylvania
$1.12M
BEI
386
Benjamin Edwards Inc
Missouri
$1.12M
SCM
387
SCS Capital Management
Massachusetts
$1.11M
CIAS
388
Capital Investment Advisory Services
North Carolina
$1.11M
DAS
389
Diversify Advisory Services
Utah
$1.1M
JDLA
390
J. Derek Lewis & Associates
California
$1.08M
FIA
391
Foundations Investment Advisors
Arizona
$1.06M
NL
392
NWAM LLC
Washington
$1.06M
WFAG
393
Wescott Financial Advisory Group
Pennsylvania
$1.04M
PVI
394
Pine Valley Investments
New Jersey
$1.03M
QPWM
395
Quadrant Private Wealth Management
Pennsylvania
$1.02M
BBHC
396
Brown Brothers Harriman & Co
New York
$1.01M
TF
397
Thayer Financial
North Carolina
$1.01M
BDFN
398
Bond & Devick Financial Network
Minnesota
$1.01M
NRC
399
New Republic Capital
North Carolina
$1.01M
UBS AM
400
UBS AM
Illinois
$1M