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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
HCWM
401
Hidden Cove Wealth Management
Washington
$983K
VP
402
Verum Partners
North Carolina
$980K
HIP
403
HUB Investment Partners
Texas
$980K
AFP
404
Ausdal Financial Partners
Iowa
$979K
WA
405
WBH Advisory
Maryland
$977K
MSWMA
406
Market Street Wealth Management Advisors
Indiana
$974K
BL
407
BFSG LLC
California
$967K
KHC
408
Koesten Hirschmann & Crabtree
Kansas
$967K
ATI
409
ARK & TLK Investments
Oklahoma
$964K
AWP
410
Atlas Wealth Partners
Pennsylvania
$961K
KA
411
Kovack Advisors
Florida
$954K
S
412
SignatureFD
Georgia
$950K
LPAM
413
Lodestar Private Asset Management
California
$947K
PWM
414
Partners Wealth Management
California
$944K
WAP
415
Wealthcare Advisory Partners
Pennsylvania
$937K
IP
416
Indivisible Partners
Florida
$929K
RDWM
417
Red Door Wealth Management
Tennessee
$929K
BFA
418
Beaumont Financial Advisors
Massachusetts
$927K
S
419
Sachetta
Massachusetts
$910K
MPWT
420
MassMutual Private Wealth & Trust
Connecticut
$896K
CWA
421
CM Wealth Advisors
Ohio
$890K
ONB
422
Old National Bancorp
Indiana
$886K
AWA
423
Argos Wealth Advisors
California
$884K
DADC
424
D.A. Davidson & Co
Montana
$883K
WI
425
Westbourne Investments
Virginia
$882K