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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
TWM
701
TCFG Wealth Management
California
$252K
MC
702
Matisse Capital
Oregon
$252K
OAM
703
Oppenheimer Asset Management
New York
$251K
TPI
704
Trust Point Inc
Wisconsin
$250K
OCA
705
OpenArc Corporate Advisory
Georgia
$250K
PAS
706
Parsonex Advisory Services
Colorado
$249K
Vanguard Group
707
Vanguard Group
Pennsylvania
$247K
FWM
708
Focused Wealth Management
New York
$247K
MA
709
MONECO Advisors
Connecticut
$247K
VA
710
Valmark Advisers
Ohio
$246K
CA
711
CoreCap Advisors
Michigan
$245K
LFS
712
Lutz Financial Services
Nebraska
$245K
HAP
713
Harbor Asset Planning
Massachusetts
$245K
SAM
714
Synergy Asset Management
Washington
$245K
GI
715
GS Investments
Minnesota
$243K
PWM
716
Penobscot Wealth Management
Maine
$242K
CFO
717
Collective Family Office
Pennsylvania
$242K
AG
718
Advocate Group
Minnesota
$240K
AC
719
AlphaCore Capital
California
$240K
HWA
720
Hillcrest Wealth Advisors
New Jersey
$240K
AIM
721
Anchor Investment Management
South Carolina
$239K
BIG
722
Brooklyn Investment Group
New York
$237K
LSL
723
Legacy Solutions LLC
Pennsylvania
$235K
WHCFA
724
William Howard & Co Financial Advisors
Tennessee
$235K
CAMG
725
CWA Asset Management Group
Florida
$235K