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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
WI
751
Wedgewood Investors
Pennsylvania
$219K
FCM
752
Firestone Capital Management
Florida
$218K
MAS
753
Madden Advisory Services
Florida
$215K
GI
754
GAMMA Investing
California
$214K
PWM
755
Prosperity Wealth Management
California
$213K
RMP
756
Richards, Merrill & Peterson
Washington
$213K
TFA
757
Teamwork Financial Advisors
Texas
$213K
CWM
758
Collaborative Wealth Management
Florida
$210K
CWAI
759
Core Wealth Advisors (Indiana)
Indiana
$210K
CB
760
Commerce Bank
Missouri
$209K
LEFP
761
Leading Edge Financial Planning
Tennessee
$209K
FSBI
762
Fearless Solutions (Best Invest)
Texas
$209K
SFS
763
Sunrise Financial Services
Washington
$208K
AP
764
Appleton Partners
Massachusetts
$208K
Legacy Financial Group (Iowa)
765
Legacy Financial Group (Iowa)
Iowa
$208K
OCPWS
766
One Charles Private Wealth Services
Massachusetts
$208K
KeyBank National Association
767
KeyBank National Association
Ohio
$208K
RC
768
Roundview Capital
New Jersey
$208K
FFA
769
First Foundation Advisors
California
$204K
SWA
770
Serenus Wealth Advisors
California
$204K
PIA
771
Pinion Investment Advisors
Kansas
$204K
GA
772
GoalVest Advisory
New York
$204K
FFWA
773
FRG Family Wealth Advisors
Washington
$203K
CL
774
CVFG LLC
Indiana
$203K
KFP
775
Kerr Financial Planning
California
$202K