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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
MIM
826
MTM Investment Management
South Carolina
$61.7K
JFA
827
JNBA Financial Advisors
Minnesota
$61.2K
PFM
828
Phillips Financial Management
Indiana
$60.4K
VWM
829
Vermillion Wealth Management
Minnesota
$59.9K
AA
830
Ancora Advisors
Ohio
$56.2K
CAL
831
Capital Analysts LLC
Pennsylvania
$53K
AAP
832
Arax Advisory Partners
Colorado
$52.3K
PK
833
Pflug Koory
Nebraska
$51.8K
KFI
834
Key Financial Inc
Pennsylvania
$48K
AWA
835
Acumen Wealth Advisors
Tennessee
$47K
BCM
836
Blume Capital Management
California
$44.4K
NG
837
NWK Group
California
$41.9K
CFO
838
CVA Family Office
Colorado
$41.9K
FCT
839
Family Capital Trust
Massachusetts
$38.5K
IIM
840
IFC & Insurance Marketing
California
$38K
MSFP
841
Mark Sheptoff Financial Planning
Connecticut
$37.8K
WETS
842
Wealth Enhancement Trust Services
South Dakota
$37.4K
T
843
Tidemark
California
$35.5K
ME
844
McIlrath & Eck
Washington
$35.4K
FCT
845
First Community Trust
Iowa
$35.2K
NEWAS
846
N.E.W. Advisory Services
Wisconsin
$35K
TAM
847
Tucker Asset Management
Colorado
$34.8K
JHCP
848
Jackson Hole Capital Partners
Oklahoma
$34.6K
RDFA
849
Ritter Daniher Financial Advisory
Ohio
$33.4K
VCM
850
Versant Capital Management
Arizona
$32.3K