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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
KSB
726
Kennebec Savings Bank
Maine
$234K
SWM
727
Silverlake Wealth Management
Vermont
$234K
GSC
728
G&S Capital
Colorado
$233K
CAM
729
Clark Asset Management
New Hampshire
$233K
PFBT
730
Parkside Financial Bank & Trust
Missouri
$232K
FFM
731
Forum Financial Management
Illinois
$232K
MFIM
732
Mesirow Financial Investment Management
Illinois
$230K
PWM
733
Praetorian Wealth Management
California
$229K
GBWM
734
Granite Bay Wealth Management
New Hampshire
$229K
BPWM
735
Badgley Phelps Wealth Managers
Washington
$228K
CG
736
Caprock Group
Idaho
$227K
PPWM
737
Perissos Private Wealth Management
Oklahoma
$227K
TIM
738
Total Investment Management
Arizona
$226K
KIA
739
KCM Investment Advisors
California
$225K
LC
740
Landaas & Company
Wisconsin
$225K
WS
741
Wedbush Securities
California
$225K
STFP
742
Signal Tree Financial Partners
Ohio
$225K
TIAA Trust, National Association
743
TIAA Trust, National Association
North Carolina
$222K
EL
744
Essex LLC
Illinois
$222K
TWA
745
TCI Wealth Advisors
Arizona
$220K
CPA
746
Capital Performance Advisors
California
$220K
NCM
747
Northwest Capital Management
Oregon
$220K
SFG
748
Synergy Financial Group
California
$219K
WI
749
Wedgewood Investors
Pennsylvania
$219K
FCM
750
Firestone Capital Management
Florida
$218K