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