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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
CAP
626
Columbia Advisory Partners
Washington
$338K
AIA
627
AIMZ Investment Advisors
California
$338K
MGW
628
MB Generational Wealth
Washington
$337K
FWTB
629
First Western Trust Bank
Colorado
$335K
FCM
630
Fortis Capital Management
Washington
$334K
APW
631
Aurora Private Wealth
New Jersey
$333K
Russell Investments Group
632
Russell Investments Group
United Kingdom
$332K
KPWS
633
Kestra Private Wealth Services
Texas
$329K
SIA
634
SeaBridge Investment Advisors
New Jersey
$327K
EAM
635
Evanson Asset Management
California
$327K
MAM
636
Marotta Asset Management
Virginia
$324K
CF
637
Centaurus Financial
California
$324K
GS
638
GTS Securities
New York
$323K
FFS
639
Founders Financial Securities
Maryland
$322K
MCP
640
Mirador Capital Partners
California
$319K
SWA
641
Sterling Wealth Advisors
Florida
$319K
FSWA
642
Financial Synergies Wealth Advisors
Texas
$319K
KA
643
Klingman & Associates
New York
$318K
DI
644
Disciplined Investors
Texas
$317K
HCM
645
Hengehold Capital Management
Ohio
$314K
MAMG
646
Milestone Asset Management Group
Connecticut
$313K
CA
647
CWC Advisors
Oregon
$312K
CIA
648
Capital Investment Advisors
Georgia
$309K
JWA
649
JFS Wealth Advisors
Pennsylvania
$308K
PA
650
PFG Advisors
Arizona
$307K