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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
OFS
201
OneAscent Financial Services
Alabama
$4.27M
ACA
202
Affinity Capital Advisors
California
$4.23M
DP
203
DDD Partners
Washington
$4.2M
NFG
204
Nadler Financial Group
Illinois
$4.2M
SWA
205
Sightline Wealth Advisors
Connecticut
$4.19M
LIA
206
LifePlan Investment Advisors
North Carolina
$3.99M
RWM
207
RKL Wealth Management
Pennsylvania
$3.95M
KWA
208
Kingswood Wealth Advisors
California
$3.95M
BWM
209
BCS Wealth Management
Tennessee
$3.91M
Stifel Financial
210
Stifel Financial
Missouri
$3.83M
EFG
211
Everhart Financial Group
Ohio
$3.83M
VT
212
Vise Technologies
New York
$3.81M
QCM
213
Quantinno Capital Management
New York
$3.8M
BOPW
214
Brandywine Oak Private Wealth
Pennsylvania
$3.77M
MWM
215
Modera Wealth Management
New Jersey
$3.72M
NSAM
216
North Star Asset Management
Wisconsin
$3.71M
CWRPL
217
Cassady Wealth & Retirement Planning, LLC
Nevada
$3.67M
SWP
218
Sagespring Wealth Partners
Tennessee
$3.66M
BCM
219
Barden Capital Management
Texas
$3.65M
DE
220
Diversified Enterprises
Delaware
$3.57M
NW
221
NewEdge Wealth
Pennsylvania
$3.57M
C
222
Certuity
Florida
$3.56M
AA
223
Apriem Advisors
California
$3.52M
JGCM
224
Joseph Group Capital Management
Ohio
$3.46M
Truist Financial
225
Truist Financial
North Carolina
$3.45M