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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
RA
501
Resolute Advisors
California
$592K
LW
502
Livet Wealth
Utah
$589K
VWA
503
VSM Wealth Advisory
Maryland
$587K
GC
504
Gilbert & Cook
Iowa
$585K
ACA
505
Atlas Capital Advisors
Wyoming
$585K
RWP
506
Revolve Wealth Partners
New Jersey
$581K
CFFP
507
Center for Financial Planning
Michigan
$578K
OWP
508
Obermeyer Wealth Partners
Colorado
$573K
SA
509
Seneschal Advisors
Washington
$567K
P
510
&Partners
Tennessee
$566K
FWM
511
Fonville Wealth Management
Virginia
$565K
DWT
512
Dorsey & Whitney Trust
South Dakota
$565K
BWA
513
Beam Wealth Advisors
Louisiana
$565K
ACI
514
Alpha Cubed Investments
California
$558K
SW
515
SkyOak Wealth
Michigan
$555K
SMA
516
Sage Mountain Advisors
Georgia
$553K
VF
517
Vawter Financial
Ohio
$540K
WSFS
518
Wilmington Savings Fund Society
Delaware
$539K
RCM
519
Radnor Capital Management
Pennsylvania
$539K
CIBC Private Wealth Group
520
CIBC Private Wealth Group
Georgia
$535K
CAM
521
Carret Asset Management
New York
$534K
ZF
522
Zhang Financial
Michigan
$531K
NP
523
NorthRock Partners
Minnesota
$530K
MHS
524
M Holdings Securities
Oregon
$530K
EPM
525
Elm Partners Management
Pennsylvania
$529K