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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
AIM
726
Advyzon Investment Management
Illinois
$235K
KSB
727
Kennebec Savings Bank
Maine
$234K
SWM
728
Silverlake Wealth Management
Vermont
$234K
GSC
729
G&S Capital
Colorado
$233K
CAM
730
Clark Asset Management
New Hampshire
$233K
PFBT
731
Parkside Financial Bank & Trust
Missouri
$232K
FFM
732
Forum Financial Management
Illinois
$232K
MFIM
733
Mesirow Financial Investment Management
Illinois
$230K
PWM
734
Praetorian Wealth Management
California
$229K
GBWM
735
Granite Bay Wealth Management
New Hampshire
$229K
BPWM
736
Badgley Phelps Wealth Managers
Washington
$228K
CG
737
Caprock Group
Idaho
$227K
PPWM
738
Perissos Private Wealth Management
Oklahoma
$227K
TIM
739
Total Investment Management
Arizona
$226K
KIA
740
KCM Investment Advisors
California
$225K
LC
741
Landaas & Company
Wisconsin
$225K
WS
742
Wedbush Securities
California
$225K
STFP
743
Signal Tree Financial Partners
Ohio
$225K
TIAA Trust, National Association
744
TIAA Trust, National Association
North Carolina
$222K
EL
745
Essex LLC
Illinois
$222K
TWA
746
TCI Wealth Advisors
Arizona
$220K
CPA
747
Capital Performance Advisors
California
$220K
NCM
748
Northwest Capital Management
Oregon
$220K
SFG
749
Synergy Financial Group
California
$219K
WI
750
Wedgewood Investors
Pennsylvania
$219K