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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
HCM
851
Hollencrest Capital Management
California
$29.5K
TPBG
852
Turning Point Benefit Group
Maryland
$27.2K
LWANC
853
Laurel Wealth Advisors (North Carolina)
North Carolina
$27.1K
DIP
854
DT Investment Partners
Pennsylvania
$26.5K
DPW
855
DiNuzzo Private Wealth
Pennsylvania
$25.9K
AWM
856
Abound Wealth Management
Tennessee
$25.6K
HWM
857
Horizons Wealth Management
North Carolina
$24.8K
FGAM
858
Financial Gravity Asset Management
Texas
$24.6K
OA
859
Operose Advisors
Wisconsin
$23.4K
SWA
860
Strategic Wealth Advisors
Arizona
$23K
TCM
861
Tradewinds Capital Management
Washington
$19.5K
AFC
862
Ares Financial Consulting
California
$18.3K
WCM
863
Winthrop Capital Management
Indiana
$18K
OWP
864
ORG Wealth Partners
Texas
$17.5K
CWA
865
Carolina Wealth Advisors
South Carolina
$16.7K
FPB
866
First PREMIER Bank
South Dakota
$15K
JFG
867
JDM Financial Group
Texas
$14.3K
EWM
868
Evolution Wealth Management
Florida
$13.5K
PS
869
Pinney & Scofield
Massachusetts
$13.1K
MCA
870
McGuire Capital Advisors
Oklahoma
$12.9K
EA
871
Evolution Advisers
Virginia
$12K
PIP
872
Peachtree Investment Partners
Florida
$11.8K
SC
873
Stephens Consulting
Michigan
$11.6K
RF
874
Rossby Financial
Florida
$10.7K
MBFW
875
Morton Brown Family Wealth
Pennsylvania
$10.5K