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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
SF
151
Sun Financial
Utah
$6.51M
CAG
152
Curtis Advisory Group
California
$6.43M
IFS
153
Ifrah Financial Services
Arkansas
$6.41M
PFWA
154
Paces Ferry Wealth Advisors
Georgia
$6.33M
VFS
155
Valpey Financial Services
New Hampshire
$6.25M
BCI
156
Brinker Capital Investments
Pennsylvania
$6.2M
AC
157
Avant Capital
Louisiana
$6.17M
AFP
158
Arnold Financial Planning
Iowa
$6.15M
GWS
159
Glassman Wealth Services
Virginia
$6.08M
VAS
160
Vestmark Advisory Solutions
Massachusetts
$6.01M
CM
161
Columbus Macro
Pennsylvania
$5.98M
SF
162
Summit Financial
New Jersey
$5.96M
PFA
163
Petra Financial Advisors
Colorado
$5.94M
LWM
164
Lighthouse Wealth Management
Ohio
$5.93M
BAMG
165
Brand Asset Management Group
Missouri
$5.91M
PPH
166
Pure Portfolios Holdings
Oregon
$5.87M
IWC
167
Integrated Wealth Concepts
Massachusetts
$5.81M
SWM
168
SpringVest Wealth Management
Texas
$5.68M
FFA
169
Florida Financial Advisors
Florida
$5.64M
WRPWM
170
Werba Rubin Papier Wealth Management
California
$5.62M
CFA
171
Cahill Financial Advisors
Minnesota
$5.6M
Bank of New York Mellon
172
Bank of New York Mellon
New York
$5.58M
Corient Private Wealth
173
Corient Private Wealth
Florida
$5.54M
EWA
174
EP Wealth Advisors
California
$5.51M
CAWM
175
Capital Advisors Wealth Management
Washington
$5.41M