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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
TYCC
476
Texas Yale Capital Corp
Florida
$696K
FAT
477
First American Trust
California
$693K
WMG
478
WESCAP Management Group
California
$688K
CIP
479
Capital Insight Partners
Arizona
$688K
SWM
480
Sculati Wealth Management
Michigan
$684K
PL
481
Plancorp LLC
Missouri
$682K
LWM
482
LongView Wealth Management
Georgia
$674K
IWN
483
Independent Wealth Network
Iowa
$667K
RMC
484
Ring Mountain Capital
California
$663K
WF
485
Womack Financial
Texas
$660K
GG
486
Greenwood Gearhart
Arkansas
$659K
SPIA
487
Steward Partners Investment Advisory
New York
$658K
CTC
488
Central Trust Company
Missouri
$653K
MIA
489
Milestone Investment Advisors
Wisconsin
$649K
MGWM
490
Marks Group Wealth Management
Minnesota
$638K
HWA
491
HMV Wealth Advisors
Louisiana
$638K
GVAG
492
Great Valley Advisor Group
Delaware
$637K
SWM
493
Stark Wealth Management
Pennsylvania
$636K
GWSA
494
Global Wealth Strategies & Associates
Colorado
$631K
EWS
495
Evergreen Wealth Solutions
Pennsylvania
$627K
AA
496
Alesco Advisors
New York
$626K
RPGNY
497
Retirement Planning Group (New York)
New York
$624K
UFA
498
Uptown Financial Advisors
Texas
$624K
CIR
499
Clear Investment Research
Georgia
$604K
SWGC
500
Summit Wealth Group (Colorado)
Colorado
$599K