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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
HWA
526
Heritage Wealth Architects
Minnesota
$527K
GA
527
Goldstein Advisors
Wisconsin
$527K
Fisher Asset Management
528
Fisher Asset Management
Washington
$524K
IFPL
529
Investments & Financial Planning LLC
Kentucky
$522K
PGFC
530
Peapack-Gladstone Financial Corp
New Jersey
$521K
SFWC
531
Strategic Family Wealth Counselors
New Jersey
$520K
TAP
532
Tounjian Advisory Partners
Florida
$510K
LIA
533
Lynx Investment Advisory
District of Columbia
$509K
SIA
534
SGL Investment Advisors
Montana
$504K
KFAS
535
Keating Financial Advisory Services
Kansas
$503K
FWI
536
Facet Wealth Inc
Maryland
$501K
OC
537
Oarsman Capital
Wisconsin
$498K
FB
538
Fulton Bank
Pennsylvania
$497K
WFA
539
WMG Financial Advisors
Tennessee
$497K
SFG
540
Sovereign Financial Group
Connecticut
$496K
VCP
541
Vista Capital Partners
Oregon
$490K
HI
542
Harbour Investments
Wisconsin
$489K
KA
543
KLCM Advisors
Wisconsin
$487K
BTI
544
Blue Trust Inc
Georgia
$487K
Brown Advisory
545
Brown Advisory
Maryland
$485K
TF
546
Theory Financial
Colorado
$482K
PC
547
Payne Capital
Oregon
$482K
TWP
548
Total Wealth Planning
Ohio
$478K
CBA
549
Coastal Bridge Advisors
Connecticut
$477K
CWP
550
Cyndeo Wealth Partners
Florida
$476K