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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
WDL
451
Well Done LLC
Michigan
$778K
NAMNJ
452
NorthStar Asset Management (New Jersey)
New Jersey
$776K
VH
453
Visionary Horizons
Tennessee
$775K
PS
454
Principal Securities
Iowa
$774K
SEIA
455
Signature Estate & Investment Advisors
California
$761K
MAM
456
Marquette Asset Management
Minnesota
$760K
RSWA
457
Robinson Smith Wealth Advisors
Maine
$754K
SPL
458
Smart Portfolios LLC
Washington
$750K
BFP
459
Birchwood Financial Partners
Minnesota
$740K
SQA
460
Simon Quick Advisors
New Jersey
$732K
BFS
461
Burkett Financial Services
South Carolina
$728K
MAG
462
Mayfair Advisory Group
Alabama
$726K
BIP
463
Blueprint Investment Partners
North Carolina
$724K
FAG
464
Fortitude Advisory Group
Washington
$723K
HW
465
Hancock Whitney
Mississippi
$719K
AWMG
466
Alliance Wealth Management Group
New Jersey
$718K
TCM
467
Towercrest Capital Management
Pennsylvania
$718K
GWM
468
GSB Wealth Management
Connecticut
$715K
MCM
469
MidAtlantic Capital Management
Virginia
$713K
SCA
470
Stonebridge Capital Advisors
Minnesota
$709K
MOS
471
MGO One Seven
Ohio
$703K
BFA
472
Blueprint Financial Advisors
North Carolina
$703K
AA
473
Aire Advisors
California
$701K
AT
474
Adelphi Trust
Florida
$701K
LF
475
Lantz Financial
Illinois
$699K