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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
DADC
426
D.A. Davidson & Co
Montana
$883K
WI
427
Westbourne Investments
Virginia
$882K
PCWA
428
Pacific Capital Wealth Advisors
California
$880K
JIC
429
Johnson Investment Counsel
Ohio
$878K
HBW
430
Hazlett, Burt & Watson
West Virginia
$873K
KFA
431
Kelleher Financial Advisors
New York
$865K
JF
432
Joule Financial
Kentucky
$865K
AF
433
Advisornet Financial
Minnesota
$864K
HWA
434
HHM Wealth Advisors
Tennessee
$862K
BCWM
435
Bartlett & Co Wealth Management
Ohio
$861K
PFGIA
436
Patriot Financial Group Insurance Agency
Massachusetts
$853K
BWP
437
Bernardo Wealth Planning
Pennsylvania
$853K
IF
438
Ironwood Financial
Arizona
$850K
GT
439
Greenleaf Trust
Michigan
$848K
Bank of Montreal
440
Bank of Montreal
Ontario, Canada
$838K
PAS
441
Park Avenue Securities
New York
$837K
WA
442
WPG Advisers
Maryland
$835K
UB
443
UMB Bank
Missouri
$833K
Qube Research & Technologies (QRT)
444
Qube Research & Technologies (QRT)
United Kingdom
$831K
KCM
445
Kathmere Capital Management
Pennsylvania
$829K
SPI
446
Santori & Peters Inc
Pennsylvania
$822K
BFO
447
Biltmore Family Office
North Carolina
$816K
TGAM
448
TBH Global Asset Management
Tennessee
$786K
PCMNC
449
Piedmont Capital Management (North Carolina)
North Carolina
$786K
EHC
450
Everett Harris & Co
California
$782K