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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
BNP Paribas Financial Markets
926
BNP Paribas Financial Markets
France
Kovitz Investment Group Partners
927
Kovitz Investment Group Partners
Illinois
NAS
928
NWF Advisory Services
California
NCFG
929
New Century Financial Group
New Jersey
BJL
930
Brighton Jones LLC
Washington
LSIA
931
LaSalle St. Investment Advisors
Illinois
MC
932
McCarthy & Cox
Ohio
BBW
933
Blue Barn Wealth
Utah
WC
934
Waterloo Capital
Texas
FA
935
Fountainhead AM
New Jersey
HIIFS
936
Harel Insurance Investments & Financial Services
Israel
TF
937
Tandem Financial
Colorado
BFWM
938
Bright Futures Wealth Management
New York
PCA
939
Prosperity Capital Advisors
Ohio
APA
940
Astoria Portfolio Advisors
New York
FCH
941
Freestone Capital Holdings
Washington
AA
942
Advisory Alpha
Michigan
FG
943
Foster Group
Iowa
HF
944
HRT Financial
New York
BAM
945
Belpointe Asset Management
Nevada
PIM
946
Pullen Investment Management
Florida
MAM
947
MMA Asset Management
Pennsylvania
JWM
948
JPL Wealth Management
Colorado
MSG
949
Main Street Group
Virginia
JFGIW
950
Johnson Financial Group Inc (Wisconsin)
Wisconsin