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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
FCM
751
Firestone Capital Management
Florida
$218K
MAS
752
Madden Advisory Services
Florida
$215K
GI
753
GAMMA Investing
California
$214K
PWM
754
Prosperity Wealth Management
California
$213K
RMP
755
Richards, Merrill & Peterson
Washington
$213K
TFA
756
Teamwork Financial Advisors
Texas
$213K
CWM
757
Collaborative Wealth Management
Florida
$210K
CWAI
758
Core Wealth Advisors (Indiana)
Indiana
$210K
CB
759
Commerce Bank
Missouri
$209K
LEFP
760
Leading Edge Financial Planning
Tennessee
$209K
FSBI
761
Fearless Solutions (Best Invest)
Texas
$209K
SFS
762
Sunrise Financial Services
Washington
$208K
AP
763
Appleton Partners
Massachusetts
$208K
Legacy Financial Group (Iowa)
764
Legacy Financial Group (Iowa)
Iowa
$208K
OCPWS
765
One Charles Private Wealth Services
Massachusetts
$208K
KeyBank National Association
766
KeyBank National Association
Ohio
$208K
RC
767
Roundview Capital
New Jersey
$208K
FFA
768
First Foundation Advisors
California
$204K
SWA
769
Serenus Wealth Advisors
California
$204K
PIA
770
Pinion Investment Advisors
Kansas
$204K
GA
771
GoalVest Advisory
New York
$204K
FFWA
772
FRG Family Wealth Advisors
Washington
$203K
CL
773
CVFG LLC
Indiana
$203K
KFP
774
Kerr Financial Planning
California
$202K
CGFA
775
Colton Groome Financial Advisors
North Carolina
$202K