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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
PIA
151
Panoramic Investment Advisors
Colorado
$6.52M
SF
152
Sun Financial
Utah
$6.51M
CAG
153
Curtis Advisory Group
California
$6.43M
IFS
154
Ifrah Financial Services
Arkansas
$6.41M
PFWA
155
Paces Ferry Wealth Advisors
Georgia
$6.33M
VFS
156
Valpey Financial Services
New Hampshire
$6.25M
BCI
157
Brinker Capital Investments
Pennsylvania
$6.2M
AC
158
Avant Capital
Louisiana
$6.17M
AFP
159
Arnold Financial Planning
Iowa
$6.15M
GWS
160
Glassman Wealth Services
Virginia
$6.08M
VAS
161
Vestmark Advisory Solutions
Massachusetts
$6.01M
CM
162
Columbus Macro
Pennsylvania
$5.98M
SF
163
Summit Financial
New Jersey
$5.96M
PFA
164
Petra Financial Advisors
Colorado
$5.94M
LWM
165
Lighthouse Wealth Management
Ohio
$5.93M
BAMG
166
Brand Asset Management Group
Missouri
$5.91M
PPH
167
Pure Portfolios Holdings
Oregon
$5.87M
IWC
168
Integrated Wealth Concepts
Massachusetts
$5.81M
SWM
169
SpringVest Wealth Management
Texas
$5.68M
FFA
170
Florida Financial Advisors
Florida
$5.64M
WRPWM
171
Werba Rubin Papier Wealth Management
California
$5.62M
CFA
172
Cahill Financial Advisors
Minnesota
$5.6M
Bank of New York Mellon
173
Bank of New York Mellon
New York
$5.58M
Corient Private Wealth
174
Corient Private Wealth
Florida
$5.54M
EWA
175
EP Wealth Advisors
California
$5.51M