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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
MBFW
876
Morton Brown Family Wealth
Pennsylvania
$10.5K
CA
877
Crewe Advisors
Utah
$9.74K
OP
878
ORG Partners
Indiana
$9.64K
FDW
879
Fourth Dimension Wealth
Ohio
$9.12K
AWM
880
Aberdeen Wealth Management
Illinois
$8.88K
CMA
881
Cedar Mountain Advisors
Oregon
$8.85K
AUB
882
Atlantic Union Bankshares
Virginia
$8.59K
CFP
883
Comprehensive Financial Planning
Pennsylvania
$8.53K
PPL
884
Planning Project LLC
Texas
$8.45K
PPC
885
Park Place Capital
Alabama
$8.35K
AP
886
Atwood & Palmer
Missouri
$8K
LI
887
LRI Investments
Florida
$7.73K
WAG
888
Wilkerson Advisory Group
Missouri
$7.49K
LWMI
889
Legacy Wealth Management (Idaho)
Idaho
$6.93K
HIA
890
Harbor Investment Advisory
Maryland
$6.66K
SFG
891
Strive Financial Group
Indiana
$5.79K
GJIA
892
Glass Jacobson Investment Advisors
Maryland
$5.6K
CTWM
893
Cherry Tree Wealth Management
Minnesota
$4.53K
BAM
894
Bellevue Asset Management
Washington
$4.53K
QC
895
Quent Capital
New York
$4.53K
GAMC
896
Garner Asset Management Corp
Texas
$4.29K
NL
897
NorthAvenue LLC
Ohio
$3.61K
AGWCA
898
Annis Gardner Whiting Capital Advisors
Florida
$2.96K
AIA
899
Armor Investment Advisors
North Carolina
$2.93K
TPCW
900
TD Private Client Wealth
New York
$2.84K