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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
GT
676
Glenmede Trust
Pennsylvania
$278K
MFC
677
Morris Financial Concepts
South Carolina
$277K
CRC
678
Curi RMB Capital
Illinois
$277K
JIC
679
Joel Isaacson & Co
New York
$277K
NFG
680
Nations Financial Group
Iowa
$277K
BMO
681
Beck Mack & Oliver
New York
$270K
CIC
682
Carnegie Investment Counsel
Ohio
$268K
HIF
683
Hill Island Financial
Michigan
$267K
IWP
684
IAG Wealth Partners
Wisconsin
$266K
PWC
685
Pathfinder Wealth Consulting
North Carolina
$266K
MNA
686
Manning & Napier Advisors
New York
$266K
RWM
687
Rialto Wealth Management
New York
$265K
AIM
688
Aspen Investment Management
Michigan
$265K
CWM
689
CCG Wealth Management
California
$264K
CWP
690
Clark Wealth Partners
Illinois
$263K
AFAS
691
Acorn Financial Advisory Services
Virginia
$262K
SP
692
Stonebrook Private
Michigan
$262K
AWA
693
Acorn Wealth Advisors
Michigan
$259K
DT
694
Diversified Trust
Tennessee
$258K
SNBOSD
695
Security National Bank of So Dak
Iowa
$257K
LWL
696
Leo Wealth LLC
Texas
$257K
GWMR
697
GC Wealth Management RIA
Massachusetts
$257K
ZIC
698
ZWJ Investment Counsel
Georgia
$256K
Northern Trust
699
Northern Trust
Illinois
$255K
AWM
700
Aprio Wealth Management
Georgia
$253K