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