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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
FFG
551
Fortune Financial Group
Florida
$476K
SSWM
552
Smith Salley Wealth Management
North Carolina
$475K
WPA
553
Wealth Preservation Advisors
Tennessee
$471K
TCM
554
TruNorth Capital Management
Michigan
$470K
AT
555
American Trust
Kentucky
$470K
BW
556
Basepoint Wealth
Iowa
$469K
BWM
557
Brickley Wealth Management
California
$469K
SG
558
StoneX Group
New York
$468K
IP
559
Ignite Planners
California
$467K
SIA
560
Soltis Investment Advisors
Utah
$467K
WTC
561
WhitTier Trust Company
Nevada
$466K
AIS
562
American Investment Services
Massachusetts
$464K
SPA
563
Sentinel Pension Advisors
Massachusetts
$462K
AWM
564
Accurate Wealth Management
Florida
$461K
PIN
565
Prudent Investors Network
California
$459K
USCWA
566
U.S. Capital Wealth Advisors
Texas
$456K
PGAM
567
Princeton Global Asset Management
New Jersey
$445K
SAM
568
Silvercrest Asset Management
New York
$442K
CIA
569
Cascade Investment Advisors
Oregon
$442K
SWM
570
Schwallier Wealth Management
Michigan
$441K
JPLA
571
Joseph P. Lucia & Associates
New York
$439K
GWA
572
Geometric Wealth Advisors
District of Columbia
$439K
CFD
573
Creative Financial Designs
Indiana
$438K
LWM
574
Lakeridge Wealth Management
Ohio
$438K
SAG
575
SageView Advisory Group
California
$435K