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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
LC
76
LCNB Corp
Ohio
$19.3M
Focus Partners Wealth
77
Focus Partners Wealth
Massachusetts
$19.3M
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$19.3M
CWA
79
Cornerstone Wealth Advisors
Minnesota
$18.6M
DP
80
Denver PWM
Colorado
$18.3M
PWM
81
Perigon Wealth Management
California
$18.2M
KAS
82
Kestra Advisory Services
Texas
$18M
NFG
83
Northeast Financial Group
Pennsylvania
$18M
GC
84
Garde Capital
Washington
$17.9M
MA
85
Mutual Advisors
Nebraska
$17.7M
CIA
86
Cape Investment Advisory
Georgia
$17.7M
WA
87
Waverly Advisors
Alabama
$17.3M
WMWM
88
Whitaker-Myers Wealth Managers
Ohio
$16.4M
SF
89
Seek First
California
$16M
PCM
90
Payne Capital Management
New York
$15.7M
GSIS
91
Global Strategic Investment Solutions
Arizona
$15.6M
FFA
92
Farther Finance Advisors
California
$15M
MWA
93
Martel Wealth Advisors
Washington
$14.8M
Commonwealth Equity Services
94
Commonwealth Equity Services
Massachusetts
$14.4M
YP
95
YANKCOM Partnership
South Dakota
$13.9M
RF
96
rebel Financial
Ohio
$13.9M
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
$12.9M
PWM
98
Peak Wealth Management
New Hampshire
$12.7M
ISFAN
99
Investor's Fiduciary Advisor Network
Washington
$12.6M
BWL
100
Bogart Wealth LLC
Virginia
$12.6M