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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
MBI
126
May Barnhard Investments
Maryland
$8.39M
CKAIS
127
Christensen King & Associates Investment Services
Washington
$8.37M
GPFA
128
Game Plan Financial Advisors
Ohio
$8.34M
VWA
129
Visionary Wealth Advisors
Illinois
$8.28M
EWA
130
Exencial Wealth Advisors
Oklahoma
$8.21M
WAM
131
Weinberger Asset Management
California
$8.18M
SW
132
SteelPeak Wealth
California
$8.16M
CMP
133
Courage Miller Partners
Virginia
$8.05M
ACA
134
Ackerman Capital Advisors
Texas
$7.81M
PSCM
135
Per Stirling Capital Management
Texas
$7.76M
BAM
136
Berkshire Asset Management
Pennsylvania
$7.6M
PGWA
137
Plus Group Wealth Advisors
Wisconsin
$7.56M
GIA
138
Gladstone Institutional Advisory
Florida
$7.51M
BCM
139
Brookstone Capital Management
Illinois
$7.43M
CPA
140
Cathy Pareto & Associates
Florida
$7.28M
SAI
141
Savvy Advisors Inc
New York
$7.24M
BF
142
Baring Financial
Washington
$6.87M
US Bancorp
143
US Bancorp
Minnesota
$6.81M
Fidelity Investments
144
Fidelity Investments
Massachusetts
$6.7M
Pathstone Holdings
145
Pathstone Holdings
New Jersey
$6.69M
CAM
146
Cresset Asset Management
Illinois
$6.57M
LTL
147
Lowery Thomas LLC
California
$6.57M
PMG
148
ProVise Management Group
Florida
$6.55M
CWM
149
Cadence Wealth Management
Massachusetts
$6.55M
PIA
150
Panoramic Investment Advisors
Colorado
$6.52M