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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
TPBG
851
Turning Point Benefit Group
Maryland
$27.2K
LWANC
852
Laurel Wealth Advisors (North Carolina)
North Carolina
$27.1K
DIP
853
DT Investment Partners
Pennsylvania
$26.5K
DPW
854
DiNuzzo Private Wealth
Pennsylvania
$25.9K
AWM
855
Abound Wealth Management
Tennessee
$25.6K
HWM
856
Horizons Wealth Management
North Carolina
$24.8K
FGAM
857
Financial Gravity Asset Management
Texas
$24.6K
OA
858
Operose Advisors
Wisconsin
$23.4K
SWA
859
Strategic Wealth Advisors
Arizona
$23K
TCM
860
Tradewinds Capital Management
Washington
$19.5K
AFC
861
Ares Financial Consulting
California
$18.3K
WCM
862
Winthrop Capital Management
Indiana
$18K
OWP
863
ORG Wealth Partners
Texas
$17.5K
CWA
864
Carolina Wealth Advisors
South Carolina
$16.7K
FPB
865
First PREMIER Bank
South Dakota
$15K
JFG
866
JDM Financial Group
Texas
$14.3K
EWM
867
Evolution Wealth Management
Florida
$13.5K
PS
868
Pinney & Scofield
Massachusetts
$13.1K
MCA
869
McGuire Capital Advisors
Oklahoma
$12.9K
EA
870
Evolution Advisers
Virginia
$12K
PIP
871
Peachtree Investment Partners
Florida
$11.8K
SC
872
Stephens Consulting
Michigan
$11.6K
RF
873
Rossby Financial
Florida
$10.7K
MBFW
874
Morton Brown Family Wealth
Pennsylvania
$10.5K
CA
875
Crewe Advisors
Utah
$9.74K