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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
KWM
776
KW Wealth Management
California
$202K
WMN
777
Wealth Management Nebraska
Nebraska
$201K
SIC
778
Salem Investment Counselors
North Carolina
$200K
FVIM
779
Fort Vancouver Investment Management
Washington
$199K
BIA
780
Bell Investment Advisors
California
$192K
BA
781
Blueline Advisors
New Hampshire
$190K
CCM
782
Chilton Capital Management
Texas
$189K
LB
783
Legacy Bridge
Iowa
$188K
WPA
784
West Paces Advisors
Georgia
$187K
VNA
785
Valley National Advisers
Pennsylvania
$184K
TRCT
786
Tower Research Capital (TRC)
New York
$169K
SIS
787
Strategic Investment Solutions
Illinois
$163K
KBFS
788
Kohmann Bosshard Financial Services
Ohio
$158K
HHGA
789
Halbert Hargrove Global Advisors
California
$158K
AIA
790
Arcadia Investment Advisors
Idaho
$157K
MIA
791
MeadowBrook Investment Advisors
Michigan
$148K
HFS
792
Hantz Financial Services
Michigan
$144K
RWM
793
RMG Wealth Management
Wisconsin
$143K
CAM
794
Costello Asset Management
Pennsylvania
$141K
LWM
795
Lodestone Wealth Management
Washington
$140K
MTIC
796
Missouri Trust & Investment Company
Missouri
$138K
PTC
797
Private Trust Company
Ohio
$136K
PWPS
798
Pinnacle Wealth Planning Services
Ohio
$133K
TCM
799
TD Capital Management
Tennessee
$132K
PB
800
Pinnacle Bancorp
Nebraska
$128K