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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
KAS
201
KPP Advisory Services
Kentucky
$4.32M
BBPWM
202
Blue Bell Private Wealth Management
Pennsylvania
$4.3M
OFS
203
OneAscent Financial Services
Alabama
$4.27M
ACA
204
Affinity Capital Advisors
California
$4.23M
DP
205
DDD Partners
Washington
$4.2M
NFG
206
Nadler Financial Group
Illinois
$4.2M
SWA
207
Sightline Wealth Advisors
Connecticut
$4.19M
LIA
208
LifePlan Investment Advisors
North Carolina
$3.99M
RWM
209
RKL Wealth Management
Pennsylvania
$3.95M
KWA
210
Kingswood Wealth Advisors
California
$3.95M
BWM
211
BCS Wealth Management
Tennessee
$3.91M
Stifel Financial
212
Stifel Financial
Missouri
$3.83M
EFG
213
Everhart Financial Group
Ohio
$3.83M
VT
214
Vise Technologies
New York
$3.81M
QCM
215
Quantinno Capital Management
New York
$3.8M
BOPW
216
Brandywine Oak Private Wealth
Pennsylvania
$3.77M
MWM
217
Modera Wealth Management
New Jersey
$3.72M
NSAM
218
North Star Asset Management
Wisconsin
$3.71M
CWRPL
219
Cassady Wealth & Retirement Planning, LLC
Nevada
$3.67M
SWP
220
Sagespring Wealth Partners
Tennessee
$3.66M
BCM
221
Barden Capital Management
Texas
$3.65M
DE
222
Diversified Enterprises
Delaware
$3.57M
NW
223
NewEdge Wealth
Pennsylvania
$3.57M
C
224
Certuity
Florida
$3.56M
AA
225
Apriem Advisors
California
$3.52M