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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
JWA
651
JFS Wealth Advisors
Pennsylvania
$308K
PA
652
PFG Advisors
Arizona
$307K
TI
653
Truepoint Inc
Ohio
$306K
WW
654
Waterfront Wealth
Kansas
$304K
HCP
655
Hardin Capital Partners
South Carolina
$304K
CW
656
Code Waechter
Florida
$301K
IAA
657
Independent Advisor Alliance
North Carolina
$299K
TA
658
TFB Advisors
Kansas
$298K
WP
659
Wealthspan Partners
Iowa
$297K
BIM
660
Bridges Investment Management
Nebraska
$296K
SC
661
Shearwater Capital
Colorado
$296K
FRA
662
Front Row Advisors
California
$296K
ACA
663
Aptus Capital Advisors
Alabama
$295K
RFA
664
Resurgent Financial Advisors
Georgia
$292K
RWM
665
RBA Wealth Management
California
$291K
GAA
666
Guardian Asset Advisors
Pennsylvania
$290K
B
667
Bensler
Washington
$290K
FWM
668
Forza Wealth Management
Florida
$289K
AIM
669
Acropolis Investment Management
Missouri
$287K
MW
670
Marble Wealth
Alabama
$285K
AIA
671
Accelerate Investment Advisors
California
$284K
BA
672
Bellwether Advisors
Nebraska
$280K
SIA
673
Spectrum Investment Advisors
Wisconsin
$280K
MCA
674
Millennium Capital Advisors
Arkansas
$280K
DFA
675
DHJJ Financial Advisors
Illinois
$278K