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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
OP
876
ORG Partners
Indiana
$9.64K
FDW
877
Fourth Dimension Wealth
Ohio
$9.12K
AWM
878
Aberdeen Wealth Management
Illinois
$8.88K
CMA
879
Cedar Mountain Advisors
Oregon
$8.85K
AUB
880
Atlantic Union Bankshares
Virginia
$8.59K
CFP
881
Comprehensive Financial Planning
Pennsylvania
$8.53K
PPL
882
Planning Project LLC
Texas
$8.45K
PPC
883
Park Place Capital
Alabama
$8.35K
AP
884
Atwood & Palmer
Missouri
$8K
LI
885
LRI Investments
Florida
$7.73K
WAG
886
Wilkerson Advisory Group
Missouri
$7.49K
LWMI
887
Legacy Wealth Management (Idaho)
Idaho
$6.93K
HIA
888
Harbor Investment Advisory
Maryland
$6.66K
SFG
889
Strive Financial Group
Indiana
$5.79K
GJIA
890
Glass Jacobson Investment Advisors
Maryland
$5.6K
CTWM
891
Cherry Tree Wealth Management
Minnesota
$4.53K
BAM
892
Bellevue Asset Management
Washington
$4.53K
QC
893
Quent Capital
New York
$4.53K
GAMC
894
Garner Asset Management Corp
Texas
$4.29K
NL
895
NorthAvenue LLC
Ohio
$3.61K
AGWCA
896
Annis Gardner Whiting Capital Advisors
Florida
$2.96K
AIA
897
Armor Investment Advisors
North Carolina
$2.93K
TPCW
898
TD Private Client Wealth
New York
$2.84K
MA
899
Modus Advisors
Minnesota
$2.75K
Simplex Trading
900
Simplex Trading
Illinois
$2.58K