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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
PB
801
Pinnacle Bancorp
Nebraska
$128K
AG
802
AmeriFlex Group
Nevada
$127K
SA
803
SRH Advisors
Kansas
$123K
LBC
804
Lowe Brockenbrough & Co
Virginia
$116K
RF
805
Robbins Farley
New Hampshire
$114K
CFB
806
Cullen/Frost Bankers
Texas
$104K
HR
807
Howe & Rusling
New York
$103K
RFP
808
Root Financial Partners
California
$97.1K
CBT
809
Crews Bank & Trust
Florida
$94.3K
EK
810
Evensky & Katz
Florida
$91K
MHR
811
Matthew Hamilton Rosenberg
$88.8K
KA
812
Kozak & Associates
Colorado
$88.5K
CNBTD
813
Citizens National Bank Trust Department
Mississippi
$87.8K
GFA
814
Godfrey Financial Associates
New York
$79.5K
EPAM
815
Evelyn Partners Asset Management
$79K
SC
816
SouthState Corp
Florida
$77.1K
RFG
817
REAP Financial Group
Texas
$68.1K
HFS
818
Horizon Financial Services
North Carolina
$66.4K
CT
819
Caldwell Trust
Florida
$66.2K
SRCM
820
Signature Resources Capital Management
California
$65.9K
Fifth Third Bancorp
821
Fifth Third Bancorp
Ohio
$65.4K
HDIM
822
Hanson & Doremus Investment Management
Vermont
$64K
SWM
823
Spire Wealth Management
Virginia
$62.4K
UFPG
824
United Financial Planning Group
New York
$62.4K
TFGT
825
TS Financial Group (TSFG)
Illinois
$62K