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Schwab US Large-Cap Value ETF

918 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, 345 increasing their positions, 285 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
918
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
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
PA
651
PFG Advisors
Arizona
$307K
TI
652
Truepoint Inc
Ohio
$306K
WW
653
Waterfront Wealth
Kansas
$304K
HCP
654
Hardin Capital Partners
South Carolina
$304K
CW
655
Code Waechter
Florida
$301K
IAA
656
Independent Advisor Alliance
North Carolina
$299K
TA
657
TFB Advisors
Kansas
$298K
WP
658
Wealthspan Partners
Iowa
$297K
BIM
659
Bridges Investment Management
Nebraska
$296K
SC
660
Shearwater Capital
Colorado
$296K
FRA
661
Front Row Advisors
California
$296K
ACA
662
Aptus Capital Advisors
Alabama
$295K
RFA
663
Resurgent Financial Advisors
Georgia
$292K
RWM
664
RBA Wealth Management
California
$291K
GAA
665
Guardian Asset Advisors
Pennsylvania
$290K
B
666
Bensler
Washington
$290K
FWM
667
Forza Wealth Management
Florida
$289K
AIM
668
Acropolis Investment Management
Missouri
$287K
MW
669
Marble Wealth
Alabama
$285K
AIA
670
Accelerate Investment Advisors
California
$284K
BA
671
Bellwether Advisors
Nebraska
$280K
SIA
672
Spectrum Investment Advisors
Wisconsin
$280K
MCA
673
Millennium Capital Advisors
Arkansas
$280K
DFA
674
DHJJ Financial Advisors
Illinois
$278K
GT
675
Glenmede Trust
Pennsylvania
$278K