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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
CAWM
176
Capital Advisors Wealth Management
Washington
$5.41M
SA
177
Sanctuary Advisors
Indiana
$5.41M
WIA
178
Westbourne Investment Advisors
Maryland
$5.41M
MSFS
179
Main Street Financial Solutions
Pennsylvania
$5.4M
LFP
180
Leeward Financial Partners
Washington
$5.26M
RI
181
Rinkey Investments
California
$5.2M
AWM
182
Apex Wealth Management
New Hampshire
$5.17M
SKK
183
Shepherd Kaplan Krochuk
Massachusetts
$5.15M
GFWA
184
Grey Fox Wealth Advisors
Delaware
$5.11M
MWM
185
Meridian Wealth Management
Kentucky
$5.09M
SWP
186
Stratos Wealth Partners
Ohio
$4.99M
Baird Financial Group
187
Baird Financial Group
Wisconsin
$4.87M
NHT
188
New Hampshire Trust
New Hampshire
$4.85M
SWM
189
SeaCrest Wealth Management
New York
$4.85M
BWM
190
Brown Wealth Management
Illinois
$4.78M
EFG
191
Embree Financial Group
Illinois
$4.75M
DWM
192
Dakota Wealth Management
Florida
$4.75M
CCG
193
Coastwise Capital Group
California
$4.68M
SFA
194
Sequoia Financial Advisors
Ohio
$4.66M
NDSI
195
Newman Dignan & Sheerar Inc
Rhode Island
$4.65M
OCM
196
One Capital Management
California
$4.64M
RIA
197
Retirement Investment Advisors
Oklahoma
$4.62M
GBFP
198
Golden Bell Financial Planning
Georgia
$4.52M
NA
199
NewEdge Advisors
Louisiana
$4.45M
WF
200
Warner Financial
Maryland
$4.44M