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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
Simplex Trading
901
Simplex Trading
Illinois
$2.58K
NMG
902
New Millennium Group
Utah
$1.78K
IW
903
Imprint Wealth
South Carolina
$1.69K
MWPCG
904
Measured Wealth Private Client Group
New Hampshire
$1.63K
SIS
905
Sound Income Strategies
Florida
$1.11K
TCOV
906
Trust Company of Vermont
Vermont
$1.1K
CFG
907
Clayton Financial Group
Missouri
$1.03K
CMP
908
Coston McIsaac & Partners
Maine
$1K
KG
909
Kilter Group
New York
$909
BFPW
910
BOK Financial Private Wealth
Colorado
$889
CCMW
911
Cypress Capital Management (Wyoming)
Wyoming
$888
AWM
912
Activest Wealth Management
Florida
$859
QWM
913
Quaker Wealth Management
New Jersey
$859
WWM
914
Wolff Wiese Magana
California
$593
GGI
915
Godsey & Gibb Inc
Virginia
$445
IF
916
Integrity Financial
Wyoming
$266
SWA
917
SOA Wealth Advisors
New York
$141
SAS
918
Spurstone Advisory Services
Connecticut
$89
Wellington Management Group
919
Wellington Management Group
Massachusetts
FCI
920
Financial Counselors Inc
Kansas
JC
921
JBGlobal.com
New York
MMHP
922
Murphy Middleton Hinkle & Parker
Georgia
CPRC
923
Consolidated Portfolio Review Corp
New York
SCM
924
Saxony Capital Management
Missouri
MGIA
925
Matthew Goff Investment Advisor
Texas