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Schwab US Large-Cap Value ETF

917 hedge funds and large institutions have $10.5B invested in Schwab US Large-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 345 increasing their positions, 285 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
74
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
CAG
151
Curtis Advisory Group
California
$6.43M
IFS
152
Ifrah Financial Services
Arkansas
$6.41M
PFWA
153
Paces Ferry Wealth Advisors
Georgia
$6.33M
VFS
154
Valpey Financial Services
New Hampshire
$6.25M
BCI
155
Brinker Capital Investments
Pennsylvania
$6.2M
AC
156
Avant Capital
Louisiana
$6.17M
AFP
157
Arnold Financial Planning
Iowa
$6.15M
GWS
158
Glassman Wealth Services
Virginia
$6.08M
VAS
159
Vestmark Advisory Solutions
Massachusetts
$6.01M
CM
160
Columbus Macro
Pennsylvania
$5.98M
SF
161
Summit Financial
New Jersey
$5.96M
PFA
162
Petra Financial Advisors
Colorado
$5.94M
LWM
163
Lighthouse Wealth Management
Ohio
$5.93M
BAMG
164
Brand Asset Management Group
Missouri
$5.91M
PPH
165
Pure Portfolios Holdings
Oregon
$5.87M
IWC
166
Integrated Wealth Concepts
Massachusetts
$5.81M
SWM
167
SpringVest Wealth Management
Texas
$5.68M
FFA
168
Florida Financial Advisors
Florida
$5.64M
WRPWM
169
Werba Rubin Papier Wealth Management
California
$5.62M
CFA
170
Cahill Financial Advisors
Minnesota
$5.6M
Bank of New York Mellon
171
Bank of New York Mellon
New York
$5.58M
Corient Private Wealth
172
Corient Private Wealth
Florida
$5.54M
EWA
173
EP Wealth Advisors
California
$5.51M
CAWM
174
Capital Advisors Wealth Management
Washington
$5.41M
SA
175
Sanctuary Advisors
Indiana
$5.41M