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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
WIA
176
Westbourne Investment Advisors
Maryland
$5.41M
MSFS
177
Main Street Financial Solutions
Pennsylvania
$5.4M
LFP
178
Leeward Financial Partners
Washington
$5.26M
RI
179
Rinkey Investments
California
$5.2M
AWM
180
Apex Wealth Management
New Hampshire
$5.17M
SKK
181
Shepherd Kaplan Krochuk
Massachusetts
$5.15M
GFWA
182
Grey Fox Wealth Advisors
Delaware
$5.11M
MWM
183
Meridian Wealth Management
Kentucky
$5.09M
SWP
184
Stratos Wealth Partners
Ohio
$4.99M
Baird Financial Group
185
Baird Financial Group
Wisconsin
$4.87M
NHT
186
New Hampshire Trust
New Hampshire
$4.85M
SWM
187
SeaCrest Wealth Management
New York
$4.85M
BWM
188
Brown Wealth Management
Illinois
$4.78M
EFG
189
Embree Financial Group
Illinois
$4.75M
DWM
190
Dakota Wealth Management
Florida
$4.75M
CCG
191
Coastwise Capital Group
California
$4.68M
SFA
192
Sequoia Financial Advisors
Ohio
$4.66M
NDSI
193
Newman Dignan & Sheerar Inc
Rhode Island
$4.65M
OCM
194
One Capital Management
California
$4.64M
RIA
195
Retirement Investment Advisors
Oklahoma
$4.62M
GBFP
196
Golden Bell Financial Planning
Georgia
$4.52M
NA
197
NewEdge Advisors
Louisiana
$4.45M
WF
198
Warner Financial
Maryland
$4.44M
KAS
199
KPP Advisory Services
Kentucky
$4.32M
BBPWM
200
Blue Bell Private Wealth Management
Pennsylvania
$4.3M