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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
JFA
826
JNBA Financial Advisors
Minnesota
$61.2K
PFM
827
Phillips Financial Management
Indiana
$60.4K
VWM
828
Vermillion Wealth Management
Minnesota
$59.9K
AA
829
Ancora Advisors
Ohio
$56.2K
CAL
830
Capital Analysts LLC
Pennsylvania
$53K
AAP
831
Arax Advisory Partners
Colorado
$52.3K
PK
832
Pflug Koory
Nebraska
$51.8K
KFI
833
Key Financial Inc
Pennsylvania
$48K
AWA
834
Acumen Wealth Advisors
Tennessee
$47K
BCM
835
Blume Capital Management
California
$44.4K
NG
836
NWK Group
California
$41.9K
CFO
837
CVA Family Office
Colorado
$41.9K
FCT
838
Family Capital Trust
Massachusetts
$38.5K
IIM
839
IFC & Insurance Marketing
California
$38K
MSFP
840
Mark Sheptoff Financial Planning
Connecticut
$37.8K
WETS
841
Wealth Enhancement Trust Services
South Dakota
$37.4K
T
842
Tidemark
California
$35.5K
ME
843
McIlrath & Eck
Washington
$35.4K
FCT
844
First Community Trust
Iowa
$35.2K
NEWAS
845
N.E.W. Advisory Services
Wisconsin
$35K
TAM
846
Tucker Asset Management
Colorado
$34.8K
JHCP
847
Jackson Hole Capital Partners
Oklahoma
$34.6K
RDFA
848
Ritter Daniher Financial Advisory
Ohio
$33.4K
VCM
849
Versant Capital Management
Arizona
$32.3K
DI
850
DAGCO Inc
Ohio
$30.8K