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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
VH
451
Visionary Horizons
Tennessee
$775K
PS
452
Principal Securities
Iowa
$774K
SEIA
453
Signature Estate & Investment Advisors
California
$761K
MAM
454
Marquette Asset Management
Minnesota
$760K
RSWA
455
Robinson Smith Wealth Advisors
Maine
$754K
SPL
456
Smart Portfolios LLC
Washington
$750K
BFP
457
Birchwood Financial Partners
Minnesota
$740K
SQA
458
Simon Quick Advisors
New Jersey
$732K
BFS
459
Burkett Financial Services
South Carolina
$728K
MAG
460
Mayfair Advisory Group
Alabama
$726K
BIP
461
Blueprint Investment Partners
North Carolina
$724K
FAG
462
Fortitude Advisory Group
Washington
$723K
HW
463
Hancock Whitney
Mississippi
$719K
AWMG
464
Alliance Wealth Management Group
New Jersey
$718K
TCM
465
Towercrest Capital Management
Pennsylvania
$718K
GWM
466
GSB Wealth Management
Connecticut
$715K
MCM
467
MidAtlantic Capital Management
Virginia
$713K
SCA
468
Stonebridge Capital Advisors
Minnesota
$709K
MOS
469
MGO One Seven
Ohio
$703K
BFA
470
Blueprint Financial Advisors
North Carolina
$703K
AA
471
Aire Advisors
California
$701K
AT
472
Adelphi Trust
Florida
$701K
LF
473
Lantz Financial
Illinois
$699K
TYCC
474
Texas Yale Capital Corp
Florida
$696K
FAT
475
First American Trust
California
$693K