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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
CHA
576
Cooper/Haims Advisors
New York
$434K
Citigroup
577
Citigroup
New York
$434K
IAIM
578
International Assets Investment Management
Florida
$433K
AWM
579
Avior Wealth Management
Nebraska
$429K
CIC
580
Cutler Investment Counsel
Oregon
$429K
DIS
581
Diversified Investment Strategies
Louisiana
$423K
DWP
582
Daymark Wealth Partners
Ohio
$420K
APG
583
Abacus Planning Group
South Carolina
$419K
RIM
584
Rockbridge Investment Management
New York
$418K
SPWM
585
Schrum Private Wealth Management
Florida
$415K
SC
586
Schoolcraft Capital
Colorado
$415K
VDI
587
Vaughan David Investments
Illinois
$415K
KLI
588
Kelman-Lazarov Inc
Tennessee
$414K
TLA
589
Tanglewood Legacy Advisors
Texas
$413K
TVM
590
True Vision MN
Minnesota
$410K
CRFG
591
Columbia River Financial Group
Washington
$403K
Citadel Advisors
592
Citadel Advisors
Florida
$403K
FCA
593
FLC Capital Advisors
California
$401K
CFG
594
Certior Financial Group
Pennsylvania
$398K
ABC
595
Associated Banc-Corp
Wisconsin
$398K
LF
596
LifeSteps Financial
California
$398K
WP
597
Westmount Partners
California
$393K
PIMG
598
Patriot Investment Management Group
Tennessee
$393K
MWP
599
Meredith Wealth Planning
Illinois
$392K
TW
600
Traveka Wealth
California
$391K