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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
VWA
501
VSM Wealth Advisory
Maryland
$587K
GC
502
Gilbert & Cook
Iowa
$585K
ACA
503
Atlas Capital Advisors
Wyoming
$585K
RWP
504
Revolve Wealth Partners
New Jersey
$581K
CFFP
505
Center for Financial Planning
Michigan
$578K
OWP
506
Obermeyer Wealth Partners
Colorado
$573K
SA
507
Seneschal Advisors
Washington
$567K
P
508
&Partners
Tennessee
$566K
FWM
509
Fonville Wealth Management
Virginia
$565K
DWT
510
Dorsey & Whitney Trust
South Dakota
$565K
BWA
511
Beam Wealth Advisors
Louisiana
$565K
ACI
512
Alpha Cubed Investments
California
$558K
SW
513
SkyOak Wealth
Michigan
$555K
SMA
514
Sage Mountain Advisors
Georgia
$553K
VF
515
Vawter Financial
Ohio
$540K
WSFS
516
Wilmington Savings Fund Society
Delaware
$539K
RCM
517
Radnor Capital Management
Pennsylvania
$539K
CIBC Private Wealth Group
518
CIBC Private Wealth Group
Georgia
$535K
CAM
519
Carret Asset Management
New York
$534K
ZF
520
Zhang Financial
Michigan
$531K
NP
521
NorthRock Partners
Minnesota
$530K
MHS
522
M Holdings Securities
Oregon
$530K
EPM
523
Elm Partners Management
Pennsylvania
$529K
HWA
524
Heritage Wealth Architects
Minnesota
$527K
GA
525
Goldstein Advisors
Wisconsin
$527K