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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
BLFG
701
Brian Low Financial Group
Louisiana
$253K
TWM
702
TCFG Wealth Management
California
$252K
MC
703
Matisse Capital
Oregon
$252K
OAM
704
Oppenheimer Asset Management
New York
$251K
TPI
705
Trust Point Inc
Wisconsin
$250K
OCA
706
OpenArc Corporate Advisory
Georgia
$250K
PAS
707
Parsonex Advisory Services
Colorado
$249K
Vanguard Group
708
Vanguard Group
Pennsylvania
$247K
FWM
709
Focused Wealth Management
New York
$247K
MA
710
MONECO Advisors
Connecticut
$247K
VA
711
Valmark Advisers
Ohio
$246K
CA
712
CoreCap Advisors
Michigan
$245K
LFS
713
Lutz Financial Services
Nebraska
$245K
HAP
714
Harbor Asset Planning
Massachusetts
$245K
SAM
715
Synergy Asset Management
Washington
$245K
GI
716
GS Investments
Minnesota
$243K
PWM
717
Penobscot Wealth Management
Maine
$242K
CFO
718
Collective Family Office
Pennsylvania
$242K
AG
719
Advocate Group
Minnesota
$240K
AC
720
AlphaCore Capital
California
$240K
HWA
721
Hillcrest Wealth Advisors
New Jersey
$240K
AIM
722
Anchor Investment Management
South Carolina
$239K
BIG
723
Brooklyn Investment Group
New York
$237K
LSL
724
Legacy Solutions LLC
Pennsylvania
$235K
WHCFA
725
William Howard & Co Financial Advisors
Tennessee
$235K