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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
TWM
126
Thrive Wealth Management
Pennsylvania
$8.63M
MBI
127
May Barnhard Investments
Maryland
$8.39M
CKAIS
128
Christensen King & Associates Investment Services
Washington
$8.37M
GPFA
129
Game Plan Financial Advisors
Ohio
$8.34M
VWA
130
Visionary Wealth Advisors
Illinois
$8.28M
EWA
131
Exencial Wealth Advisors
Oklahoma
$8.21M
WAM
132
Weinberger Asset Management
California
$8.18M
SW
133
SteelPeak Wealth
California
$8.16M
CMP
134
Courage Miller Partners
Virginia
$8.05M
ACA
135
Ackerman Capital Advisors
Texas
$7.81M
PSCM
136
Per Stirling Capital Management
Texas
$7.76M
BAM
137
Berkshire Asset Management
Pennsylvania
$7.6M
PGWA
138
Plus Group Wealth Advisors
Wisconsin
$7.56M
GIA
139
Gladstone Institutional Advisory
Florida
$7.51M
BCM
140
Brookstone Capital Management
Illinois
$7.43M
CPA
141
Cathy Pareto & Associates
Florida
$7.28M
SAI
142
Savvy Advisors Inc
New York
$7.24M
BF
143
Baring Financial
Washington
$6.87M
US Bancorp
144
US Bancorp
Minnesota
$6.81M
Fidelity Investments
145
Fidelity Investments
Massachusetts
$6.7M
Pathstone Holdings
146
Pathstone Holdings
New Jersey
$6.69M
CAM
147
Cresset Asset Management
Illinois
$6.57M
LTL
148
Lowery Thomas LLC
California
$6.57M
PMG
149
ProVise Management Group
Florida
$6.55M
CWM
150
Cadence Wealth Management
Massachusetts
$6.55M