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