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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
EA
376
Enclave Advisors
Texas
$1.15M
CAAM
377
Cornerstone Advisors Asset Management
Pennsylvania
$1.15M
AIM
378
Athena Investment Management
California
$1.14M
WA
379
Waterford Advisors
New York
$1.14M
LFG
380
Larson Financial Group
Missouri
$1.14M
CCWP
381
Cedar Cove Wealth Partners
Minnesota
$1.14M
William Blair & Company
382
William Blair & Company
Illinois
$1.13M
HI
383
Hoey Investments
Pennsylvania
$1.12M
BEI
384
Benjamin Edwards Inc
Missouri
$1.12M
SCM
385
SCS Capital Management
Massachusetts
$1.11M
CIAS
386
Capital Investment Advisory Services
North Carolina
$1.11M
DAS
387
Diversify Advisory Services
Utah
$1.1M
JDLA
388
J. Derek Lewis & Associates
California
$1.08M
FIA
389
Foundations Investment Advisors
Arizona
$1.06M
NL
390
NWAM LLC
Washington
$1.06M
WFAG
391
Wescott Financial Advisory Group
Pennsylvania
$1.04M
PVI
392
Pine Valley Investments
New Jersey
$1.03M
QPWM
393
Quadrant Private Wealth Management
Pennsylvania
$1.02M
BBHC
394
Brown Brothers Harriman & Co
New York
$1.01M
TF
395
Thayer Financial
North Carolina
$1.01M
BDFN
396
Bond & Devick Financial Network
Minnesota
$1.01M
NRC
397
New Republic Capital
North Carolina
$1.01M
UBS AM
398
UBS AM
Illinois
$1M
CWM
399
Chesapeake Wealth Management
Virginia
$1M
SAM
400
Smartleaf Asset Management
Massachusetts
$996K