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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
SA
176
Sanctuary Advisors
Indiana
$5.41M
WIA
177
Westbourne Investment Advisors
Maryland
$5.41M
MSFS
178
Main Street Financial Solutions
Pennsylvania
$5.4M
LFP
179
Leeward Financial Partners
Washington
$5.26M
RI
180
Rinkey Investments
California
$5.2M
AWM
181
Apex Wealth Management
New Hampshire
$5.17M
SKK
182
Shepherd Kaplan Krochuk
Massachusetts
$5.15M
GFWA
183
Grey Fox Wealth Advisors
Delaware
$5.11M
MWM
184
Meridian Wealth Management
Kentucky
$5.09M
SWP
185
Stratos Wealth Partners
Ohio
$4.99M
Baird Financial Group
186
Baird Financial Group
Wisconsin
$4.87M
NHT
187
New Hampshire Trust
New Hampshire
$4.85M
SWM
188
SeaCrest Wealth Management
New York
$4.85M
BWM
189
Brown Wealth Management
Illinois
$4.78M
EFG
190
Embree Financial Group
Illinois
$4.75M
DWM
191
Dakota Wealth Management
Florida
$4.75M
CCG
192
Coastwise Capital Group
California
$4.68M
SFA
193
Sequoia Financial Advisors
Ohio
$4.66M
NDSI
194
Newman Dignan & Sheerar Inc
Rhode Island
$4.65M
OCM
195
One Capital Management
California
$4.64M
RIA
196
Retirement Investment Advisors
Oklahoma
$4.62M
GBFP
197
Golden Bell Financial Planning
Georgia
$4.52M
NA
198
NewEdge Advisors
Louisiana
$4.45M
WF
199
Warner Financial
Maryland
$4.44M
KAS
200
KPP Advisory Services
Kentucky
$4.32M