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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
IAIM
576
International Assets Investment Management
Florida
$433K
AWM
577
Avior Wealth Management
Nebraska
$429K
CIC
578
Cutler Investment Counsel
Oregon
$429K
DIS
579
Diversified Investment Strategies
Louisiana
$423K
DWP
580
Daymark Wealth Partners
Ohio
$420K
APG
581
Abacus Planning Group
South Carolina
$419K
RIM
582
Rockbridge Investment Management
New York
$418K
SPWM
583
Schrum Private Wealth Management
Florida
$415K
SC
584
Schoolcraft Capital
Colorado
$415K
VDI
585
Vaughan David Investments
Illinois
$415K
KLI
586
Kelman-Lazarov Inc
Tennessee
$414K
TLA
587
Tanglewood Legacy Advisors
Texas
$413K
TVM
588
True Vision MN
Minnesota
$410K
CRFG
589
Columbia River Financial Group
Washington
$403K
Citadel Advisors
590
Citadel Advisors
Florida
$403K
FCA
591
FLC Capital Advisors
California
$401K
CFG
592
Certior Financial Group
Pennsylvania
$398K
ABC
593
Associated Banc-Corp
Wisconsin
$398K
LF
594
LifeSteps Financial
California
$398K
WP
595
Westmount Partners
California
$393K
PIMG
596
Patriot Investment Management Group
Tennessee
$393K
MWP
597
Meredith Wealth Planning
Illinois
$392K
TW
598
Traveka Wealth
California
$391K
SSW
599
Stone Summit Wealth
Florida
$391K
Natixis Advisors
600
Natixis Advisors
Massachusetts
$390K