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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
TI
651
Truepoint Inc
Ohio
$306K
WW
652
Waterfront Wealth
Kansas
$304K
HCP
653
Hardin Capital Partners
South Carolina
$304K
CW
654
Code Waechter
Florida
$301K
IAA
655
Independent Advisor Alliance
North Carolina
$299K
TA
656
TFB Advisors
Kansas
$298K
WP
657
Wealthspan Partners
Iowa
$297K
BIM
658
Bridges Investment Management
Nebraska
$296K
SC
659
Shearwater Capital
Colorado
$296K
FRA
660
Front Row Advisors
California
$296K
ACA
661
Aptus Capital Advisors
Alabama
$295K
RFA
662
Resurgent Financial Advisors
Georgia
$292K
RWM
663
RBA Wealth Management
California
$291K
GAA
664
Guardian Asset Advisors
Pennsylvania
$290K
B
665
Bensler
Washington
$290K
FWM
666
Forza Wealth Management
Florida
$289K
AIM
667
Acropolis Investment Management
Missouri
$287K
MW
668
Marble Wealth
Alabama
$285K
AIA
669
Accelerate Investment Advisors
California
$284K
BA
670
Bellwether Advisors
Nebraska
$280K
SIA
671
Spectrum Investment Advisors
Wisconsin
$280K
MCA
672
Millennium Capital Advisors
Arkansas
$280K
DFA
673
DHJJ Financial Advisors
Illinois
$278K
GT
674
Glenmede Trust
Pennsylvania
$278K
MFC
675
Morris Financial Concepts
South Carolina
$277K