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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
CRC
676
Curi RMB Capital
Illinois
$277K
JIC
677
Joel Isaacson & Co
New York
$277K
NFG
678
Nations Financial Group
Iowa
$277K
BMO
679
Beck Mack & Oliver
New York
$270K
CIC
680
Carnegie Investment Counsel
Ohio
$268K
HIF
681
Hill Island Financial
Michigan
$267K
IWP
682
IAG Wealth Partners
Wisconsin
$266K
PWC
683
Pathfinder Wealth Consulting
North Carolina
$266K
MNA
684
Manning & Napier Advisors
New York
$266K
RWM
685
Rialto Wealth Management
New York
$265K
AIM
686
Aspen Investment Management
Michigan
$265K
CWM
687
CCG Wealth Management
California
$264K
CWP
688
Clark Wealth Partners
Illinois
$263K
AFAS
689
Acorn Financial Advisory Services
Virginia
$262K
SP
690
Stonebrook Private
Michigan
$262K
AWA
691
Acorn Wealth Advisors
Michigan
$259K
DT
692
Diversified Trust
Tennessee
$258K
SNBOSD
693
Security National Bank of So Dak
Iowa
$257K
LWL
694
Leo Wealth LLC
Texas
$257K
GWMR
695
GC Wealth Management RIA
Massachusetts
$257K
ZIC
696
ZWJ Investment Counsel
Georgia
$256K
Northern Trust
697
Northern Trust
Illinois
$255K
AWM
698
Aprio Wealth Management
Georgia
$253K
BLFG
699
Brian Low Financial Group
Louisiana
$253K
TWM
700
TCFG Wealth Management
California
$252K