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