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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
DI
851
DAGCO Inc
Ohio
$30.8K
HCM
852
Hollencrest Capital Management
California
$29.5K
TPBG
853
Turning Point Benefit Group
Maryland
$27.2K
LWANC
854
Laurel Wealth Advisors (North Carolina)
North Carolina
$27.1K
DIP
855
DT Investment Partners
Pennsylvania
$26.5K
DPW
856
DiNuzzo Private Wealth
Pennsylvania
$25.9K
AWM
857
Abound Wealth Management
Tennessee
$25.6K
HWM
858
Horizons Wealth Management
North Carolina
$24.8K
FGAM
859
Financial Gravity Asset Management
Texas
$24.6K
OA
860
Operose Advisors
Wisconsin
$23.4K
SWA
861
Strategic Wealth Advisors
Arizona
$23K
TCM
862
Tradewinds Capital Management
Washington
$19.5K
AFC
863
Ares Financial Consulting
California
$18.3K
WCM
864
Winthrop Capital Management
Indiana
$18K
OWP
865
ORG Wealth Partners
Texas
$17.5K
CWA
866
Carolina Wealth Advisors
South Carolina
$16.7K
FPB
867
First PREMIER Bank
South Dakota
$15K
JFG
868
JDM Financial Group
Texas
$14.3K
EWM
869
Evolution Wealth Management
Florida
$13.5K
PS
870
Pinney & Scofield
Massachusetts
$13.1K
MCA
871
McGuire Capital Advisors
Oklahoma
$12.9K
EA
872
Evolution Advisers
Virginia
$12K
PIP
873
Peachtree Investment Partners
Florida
$11.8K
SC
874
Stephens Consulting
Michigan
$11.6K
RF
875
Rossby Financial
Florida
$10.7K