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