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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
SA
801
SRH Advisors
Kansas
$123K
LBC
802
Lowe Brockenbrough & Co
Virginia
$116K
RF
803
Robbins Farley
New Hampshire
$114K
CFB
804
Cullen/Frost Bankers
Texas
$104K
HR
805
Howe & Rusling
New York
$103K
RFP
806
Root Financial Partners
California
$97.1K
CBT
807
Crews Bank & Trust
Florida
$94.3K
EK
808
Evensky & Katz
Florida
$91K
MHR
809
Matthew Hamilton Rosenberg
$88.8K
KA
810
Kozak & Associates
Colorado
$88.5K
CNBTD
811
Citizens National Bank Trust Department
Mississippi
$87.8K
GFA
812
Godfrey Financial Associates
New York
$79.5K
EPAM
813
Evelyn Partners Asset Management
$79K
SC
814
SouthState Corp
Florida
$77.1K
RFG
815
REAP Financial Group
Texas
$68.1K
HFS
816
Horizon Financial Services
North Carolina
$66.4K
CT
817
Caldwell Trust
Florida
$66.2K
SRCM
818
Signature Resources Capital Management
California
$65.9K
Fifth Third Bancorp
819
Fifth Third Bancorp
Ohio
$65.4K
HDIM
820
Hanson & Doremus Investment Management
Vermont
$64K
SWM
821
Spire Wealth Management
Virginia
$62.4K
UFPG
822
United Financial Planning Group
New York
$62.4K
TFGT
823
TS Financial Group (TSFG)
Illinois
$62K
MIM
824
MTM Investment Management
South Carolina
$61.7K
JFA
825
JNBA Financial Advisors
Minnesota
$61.2K