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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
FA
601
FF Advisors
California
$389K
FFA
602
Fi3 Financial Advisors
Indiana
$387K
ML
603
Mayport LLC
Massachusetts
$386K
GCM
604
G2 Capital Management
Ohio
$379K
MCM
605
Mengis Capital Management
Oregon
$376K
PAYA
606
Phil A. Younker & Associates
Alaska
$375K
SPC
607
Sigma Planning Corp
Michigan
$375K
VCA
608
Verdence Capital Advisors
Maryland
$374K
AIA
609
Allied Investment Advisors
Montana
$369K
TSS
610
Two Sigma Securities
New York
$367K
CA
611
Cambridge Advisors
Nebraska
$367K
BMCM
612
Bryn Mawr Capital Management
Pennsylvania
$366K
BPW
613
BlueDoor Private Wealth
Massachusetts
$364K
HC
614
Hurley Capital
New York
$362K
CFG
615
Chapman Financial Group
Hawaii
$360K
CTA
616
Chesley Taft & Associates
Illinois
$359K
QHA
617
Quarry Hill Advisors
Minnesota
$359K
KWM
618
Kingsview Wealth Management
Oregon
$347K
CD
619
Chapin Davis
Maryland
$345K
SEP
620
Signature Equity Partners
Ohio
$343K
DWM
621
DecisionMap Wealth Management
Virginia
$343K
LA
622
LWM Advisors
California
$341K
PWMG
623
Prestige Wealth Management Group
New Jersey
$339K
AAM
624
Austin Asset Management
Texas
$339K
AI
625
Atria Investments
North Carolina
$338K