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Schwab US Large-Cap Value ETF

909 hedge funds and large institutions have $10.7B invested in Schwab US Large-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 344 increasing their positions, 284 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
909
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
72
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$177M
2 +$65.4M
3 +$41.7M
4
Ameriprise
Ameriprise
Minnesota
+$37.4M
5
MG
Mather Group
Illinois
+$29.9M

Top Sellers

1 -$68.7M
2 -$32.9M
3 -$21.3M
4
GAM
Gemmer Asset Management
California
-$19M
5
JC
JBGlobal.com
New York
-$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
226
Lido Advisors
California
$3.32M
AWG
227
Altus Wealth Group
Colorado
$3.28M
IWA
228
IVC Wealth Advisors
Pennsylvania
$3.26M
CFP
229
Cypress Financial Planning
New Jersey
$3.25M
ASN
230
Advisory Services Network
Georgia
$3.13M
CAG
231
Compass Advisory Group
New York
$3.12M
ATWA
232
Arbor Trust Wealth Advisors
Michigan
$3.11M
DAS
233
Dynamic Advisor Solutions
Arizona
$3.11M
MCCA
234
Mill Creek Capital Advisors
Pennsylvania
$3.09M
WIC
235
Woodmont Investment Counsel
Tennessee
$3.09M
CL
236
Choreo LLC
Illinois
$3.09M
AQR Capital Management
237
AQR Capital Management
Connecticut
$3.04M
HWM
238
HB Wealth Management
Georgia
$3.03M
ZRP
239
Zynergy Retirement Planning
New Jersey
$3.01M
AAS
240
Ameritas Advisory Services
Nebraska
$2.96M
SCM
241
Steele Capital Management
Iowa
$2.96M
Jones Financial Companies
242
Jones Financial Companies
Missouri
$2.87M
UW
243
Unique Wealth
Florida
$2.86M
MMCM
244
Murphy & Mullick Capital Management
New York
$2.85M
SOS
245
Silver Oak Securities
Tennessee
$2.81M
MAG
246
M3 Advisory Group
Massachusetts
$2.77M
MWM
247
Mission Wealth Management
California
$2.71M
BFM
248
Broadview Financial Management
Wisconsin
$2.69M
Corient Private Wealth
249
Corient Private Wealth
Florida
$2.68M
EW
250
Evoke Wealth
California
$2.61M