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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
Fisher Asset Management
526
Fisher Asset Management
Washington
$524K
IFPL
527
Investments & Financial Planning LLC
Kentucky
$522K
PGFC
528
Peapack-Gladstone Financial Corp
New Jersey
$521K
SFWC
529
Strategic Family Wealth Counselors
New Jersey
$520K
TAP
530
Tounjian Advisory Partners
Florida
$510K
LIA
531
Lynx Investment Advisory
District of Columbia
$509K
SIA
532
SGL Investment Advisors
Montana
$504K
KFAS
533
Keating Financial Advisory Services
Kansas
$503K
FWI
534
Facet Wealth Inc
Maryland
$501K
OC
535
Oarsman Capital
Wisconsin
$498K
FB
536
Fulton Bank
Pennsylvania
$497K
WFA
537
WMG Financial Advisors
Tennessee
$497K
SFG
538
Sovereign Financial Group
Connecticut
$496K
VCP
539
Vista Capital Partners
Oregon
$490K
HI
540
Harbour Investments
Wisconsin
$489K
KA
541
KLCM Advisors
Wisconsin
$487K
BTI
542
Blue Trust Inc
Georgia
$487K
Brown Advisory
543
Brown Advisory
Maryland
$485K
TF
544
Theory Financial
Colorado
$482K
PC
545
Payne Capital
Oregon
$482K
TWP
546
Total Wealth Planning
Ohio
$478K
CBA
547
Coastal Bridge Advisors
Connecticut
$477K
CWP
548
Cyndeo Wealth Partners
Florida
$476K
FFG
549
Fortune Financial Group
Florida
$476K
SSWM
550
Smith Salley Wealth Management
North Carolina
$475K