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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
BBPWM
201
Blue Bell Private Wealth Management
Pennsylvania
$4.3M
OFS
202
OneAscent Financial Services
Alabama
$4.27M
ACA
203
Affinity Capital Advisors
California
$4.23M
DP
204
DDD Partners
Washington
$4.2M
NFG
205
Nadler Financial Group
Illinois
$4.2M
SWA
206
Sightline Wealth Advisors
Connecticut
$4.19M
LIA
207
LifePlan Investment Advisors
North Carolina
$3.99M
RWM
208
RKL Wealth Management
Pennsylvania
$3.95M
KWA
209
Kingswood Wealth Advisors
California
$3.95M
BWM
210
BCS Wealth Management
Tennessee
$3.91M
Stifel Financial
211
Stifel Financial
Missouri
$3.83M
EFG
212
Everhart Financial Group
Ohio
$3.83M
VT
213
Vise Technologies
New York
$3.81M
QCM
214
Quantinno Capital Management
New York
$3.8M
BOPW
215
Brandywine Oak Private Wealth
Pennsylvania
$3.77M
MWM
216
Modera Wealth Management
New Jersey
$3.72M
NSAM
217
North Star Asset Management
Wisconsin
$3.71M
CWRPL
218
Cassady Wealth & Retirement Planning, LLC
Nevada
$3.67M
SWP
219
Sagespring Wealth Partners
Tennessee
$3.66M
BCM
220
Barden Capital Management
Texas
$3.65M
DE
221
Diversified Enterprises
Delaware
$3.57M
NW
222
NewEdge Wealth
Pennsylvania
$3.57M
C
223
Certuity
Florida
$3.56M
AA
224
Apriem Advisors
California
$3.52M
JGCM
225
Joseph Group Capital Management
Ohio
$3.46M