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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
PFM
826
Phillips Financial Management
Indiana
$60.4K
VWM
827
Vermillion Wealth Management
Minnesota
$59.9K
AA
828
Ancora Advisors
Ohio
$56.2K
CAL
829
Capital Analysts LLC
Pennsylvania
$53K
AAP
830
Arax Advisory Partners
Colorado
$52.3K
PK
831
Pflug Koory
Nebraska
$51.8K
KFI
832
Key Financial Inc
Pennsylvania
$48K
AWA
833
Acumen Wealth Advisors
Tennessee
$47K
BCM
834
Blume Capital Management
California
$44.4K
NG
835
NWK Group
California
$41.9K
CFO
836
CVA Family Office
Colorado
$41.9K
FCT
837
Family Capital Trust
Massachusetts
$38.5K
IIM
838
IFC & Insurance Marketing
California
$38K
MSFP
839
Mark Sheptoff Financial Planning
Connecticut
$37.8K
WETS
840
Wealth Enhancement Trust Services
South Dakota
$37.4K
T
841
Tidemark
California
$35.5K
ME
842
McIlrath & Eck
Washington
$35.4K
FCT
843
First Community Trust
Iowa
$35.2K
NEWAS
844
N.E.W. Advisory Services
Wisconsin
$35K
TAM
845
Tucker Asset Management
Colorado
$34.8K
JHCP
846
Jackson Hole Capital Partners
Oklahoma
$34.6K
RDFA
847
Ritter Daniher Financial Advisory
Ohio
$33.4K
VCM
848
Versant Capital Management
Arizona
$32.3K
DI
849
DAGCO Inc
Ohio
$30.8K
HCM
850
Hollencrest Capital Management
California
$29.5K