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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
WPA
551
Wealth Preservation Advisors
Tennessee
$471K
TCM
552
TruNorth Capital Management
Michigan
$470K
AT
553
American Trust
Kentucky
$470K
BW
554
Basepoint Wealth
Iowa
$469K
BWM
555
Brickley Wealth Management
California
$469K
SG
556
StoneX Group
New York
$468K
IP
557
Ignite Planners
California
$467K
SIA
558
Soltis Investment Advisors
Utah
$467K
WTC
559
WhitTier Trust Company
Nevada
$466K
AIS
560
American Investment Services
Massachusetts
$464K
SPA
561
Sentinel Pension Advisors
Massachusetts
$462K
AWM
562
Accurate Wealth Management
Florida
$461K
PIN
563
Prudent Investors Network
California
$459K
USCWA
564
U.S. Capital Wealth Advisors
Texas
$456K
PGAM
565
Princeton Global Asset Management
New Jersey
$445K
SAM
566
Silvercrest Asset Management
New York
$442K
CIA
567
Cascade Investment Advisors
Oregon
$442K
SWM
568
Schwallier Wealth Management
Michigan
$441K
JPLA
569
Joseph P. Lucia & Associates
New York
$439K
GWA
570
Geometric Wealth Advisors
District of Columbia
$439K
CFD
571
Creative Financial Designs
Indiana
$438K
LWM
572
Lakeridge Wealth Management
Ohio
$438K
SAG
573
SageView Advisory Group
California
$435K
CHA
574
Cooper/Haims Advisors
New York
$434K
Citigroup
575
Citigroup
New York
$434K