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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
WMG
476
WESCAP Management Group
California
$688K
CIP
477
Capital Insight Partners
Arizona
$688K
SWM
478
Sculati Wealth Management
Michigan
$684K
PL
479
Plancorp LLC
Missouri
$682K
LWM
480
LongView Wealth Management
Georgia
$674K
IWN
481
Independent Wealth Network
Iowa
$667K
RMC
482
Ring Mountain Capital
California
$663K
WF
483
Womack Financial
Texas
$660K
GG
484
Greenwood Gearhart
Arkansas
$659K
SPIA
485
Steward Partners Investment Advisory
New York
$658K
CTC
486
Central Trust Company
Missouri
$653K
MIA
487
Milestone Investment Advisors
Wisconsin
$649K
MGWM
488
Marks Group Wealth Management
Minnesota
$638K
HWA
489
HMV Wealth Advisors
Louisiana
$638K
GVAG
490
Great Valley Advisor Group
Delaware
$637K
SWM
491
Stark Wealth Management
Pennsylvania
$636K
GWSA
492
Global Wealth Strategies & Associates
Colorado
$631K
EWS
493
Evergreen Wealth Solutions
Pennsylvania
$627K
AA
494
Alesco Advisors
New York
$626K
RPGNY
495
Retirement Planning Group (New York)
New York
$624K
UFA
496
Uptown Financial Advisors
Texas
$624K
CIR
497
Clear Investment Research
Georgia
$604K
SWGC
498
Summit Wealth Group (Colorado)
Colorado
$599K
RA
499
Resolute Advisors
California
$592K
LW
500
Livet Wealth
Utah
$589K