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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
CA
876
Crewe Advisors
Utah
$9.74K
OP
877
ORG Partners
Indiana
$9.64K
FDW
878
Fourth Dimension Wealth
Ohio
$9.12K
AWM
879
Aberdeen Wealth Management
Illinois
$8.88K
CMA
880
Cedar Mountain Advisors
Oregon
$8.85K
AUB
881
Atlantic Union Bankshares
Virginia
$8.59K
CFP
882
Comprehensive Financial Planning
Pennsylvania
$8.53K
PPL
883
Planning Project LLC
Texas
$8.45K
PPC
884
Park Place Capital
Alabama
$8.35K
AP
885
Atwood & Palmer
Missouri
$8K
LI
886
LRI Investments
Florida
$7.73K
WAG
887
Wilkerson Advisory Group
Missouri
$7.49K
LWMI
888
Legacy Wealth Management (Idaho)
Idaho
$6.93K
HIA
889
Harbor Investment Advisory
Maryland
$6.66K
SFG
890
Strive Financial Group
Indiana
$5.79K
GJIA
891
Glass Jacobson Investment Advisors
Maryland
$5.6K
CTWM
892
Cherry Tree Wealth Management
Minnesota
$4.53K
BAM
893
Bellevue Asset Management
Washington
$4.53K
QC
894
Quent Capital
New York
$4.53K
GAMC
895
Garner Asset Management Corp
Texas
$4.29K
NL
896
NorthAvenue LLC
Ohio
$3.61K
AGWCA
897
Annis Gardner Whiting Capital Advisors
Florida
$2.96K
AIA
898
Armor Investment Advisors
North Carolina
$2.93K
TPCW
899
TD Private Client Wealth
New York
$2.84K
MA
900
Modus Advisors
Minnesota
$2.75K