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