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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
BWL
101
Bogart Wealth LLC
Virginia
$12.6M
GB
102
Goepper Burkhardt
South Carolina
$12.6M
SAMC
103
Spectrum Asset Management (California)
California
$12.1M
SS
104
Sunbelt Securities
Texas
$12.1M
AF
105
Allworth Financial
California
$12.1M
RWP
106
RWA Wealth Partners
Massachusetts
$11.5M
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$11.5M
JJBC
108
James J. Burns & Company
New York
$11.4M
GCP
109
Gill Capital Partners
Colorado
$11.4M
EWM
110
Empirical Wealth Management
Washington
$11.4M
AF
111
Align Financial
Minnesota
$11.1M
IAN
112
Integrated Advisors Network
Texas
$10.7M
DPI
113
Diversified Portfolios Inc
Michigan
$10.5M
OWM
114
Opes Wealth Management
California
$10.3M
BCIM
115
Bishop & Co Investment Management
Pennsylvania
$10.2M
WP
116
WealthShield Partners
North Carolina
$10.1M
FA
117
Fiduciary Alliance
South Carolina
$9.92M
HG
118
Harbor Group
New Hampshire
$9.84M
WPIC
119
White Pine Investment Company
Michigan
$9.73M
CH
120
CDKV Holdings
Colorado
$9.59M
ISWM
121
Independent Solutions Wealth Management
New York
$9.27M
HSA
122
HBK Sorce Advisory
Pennsylvania
$9.25M
FF
123
Friday Financial
Iowa
$9.19M
SDWMA
124
Schneider Downs Wealth Management Advisors
Pennsylvania
$8.66M
TWM
125
Thrive Wealth Management
Pennsylvania
$8.63M