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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
ETC
26
Exchange Traded Concepts
Oklahoma
$60.3M
Bank of America
27
Bank of America
North Carolina
$56.2M
CI
28
CX Institutional
Indiana
$54.7M
SWRP
29
Summit Wealth & Retirement Planning
California
$50.6M
GG
30
GenWealth Group
New Jersey
$50.2M
UCFA
31
United Capital Financial Advisors
Texas
$49.2M
FPAS
32
Focus Partners Advisor Solutions
Missouri
$48.8M
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$41M
BDF
34
Black Diamond Financial
Maryland
$40.5M
HWM
35
HRC Wealth Management
Idaho
$38.1M
DB
36
Dravo Bay
Delaware
$38M
BMWS
37
Brady Martz Wealth Solutions
North Dakota
$36.4M
MFG
38
MidWestOne Financial Group
Iowa
$35.2M
Envestnet Portfolio Solutions
39
Envestnet Portfolio Solutions
Illinois
$35.1M
JP Morgan Chase
40
JP Morgan Chase
New York
$35.1M
SAM
41
Summit Asset Management
Tennessee
$34.8M
XF
42
XML Financial
Maryland
$34.4M
BPA
43
Beacon Pointe Advisors
California
$34.3M
BA
44
Ballast Advisors
Minnesota
$33.6M
VC
45
Veery Capital
Delaware
$33.6M
NCMW
46
Northern Capital Management (Washington)
Washington
$32.9M
FWP
47
FAS Wealth Partners
Kansas
$32.6M
MT
48
Midwest Trust
Kansas
$32.5M
MML Investors Services
49
MML Investors Services
Massachusetts
$31.6M
DW
50
Dodds Wealth
Colorado
$31.5M