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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
SSW
601
Stone Summit Wealth
Florida
$391K
Natixis Advisors
602
Natixis Advisors
Massachusetts
$390K
FA
603
FF Advisors
California
$389K
FFA
604
Fi3 Financial Advisors
Indiana
$387K
ML
605
Mayport LLC
Massachusetts
$386K
GCM
606
G2 Capital Management
Ohio
$379K
MCM
607
Mengis Capital Management
Oregon
$376K
PAYA
608
Phil A. Younker & Associates
Alaska
$375K
SPC
609
Sigma Planning Corp
Michigan
$375K
VCA
610
Verdence Capital Advisors
Maryland
$374K
AIA
611
Allied Investment Advisors
Montana
$369K
TSS
612
Two Sigma Securities
New York
$367K
CA
613
Cambridge Advisors
Nebraska
$367K
BMCM
614
Bryn Mawr Capital Management
Pennsylvania
$366K
BPW
615
BlueDoor Private Wealth
Massachusetts
$364K
HC
616
Hurley Capital
New York
$362K
CFG
617
Chapman Financial Group
Hawaii
$360K
CTA
618
Chesley Taft & Associates
Illinois
$359K
QHA
619
Quarry Hill Advisors
Minnesota
$359K
KWM
620
Kingsview Wealth Management
Oregon
$347K
CD
621
Chapin Davis
Maryland
$345K
SEP
622
Signature Equity Partners
Ohio
$343K
DWM
623
DecisionMap Wealth Management
Virginia
$343K
LA
624
LWM Advisors
California
$341K
PWMG
625
Prestige Wealth Management Group
New Jersey
$339K