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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
CFGA
251
Cambridge Financial Group (Arizona)
Arizona
$2.58M
CA
252
Clearstead Advisors
Ohio
$2.53M
FA
253
Fagan Associates
New York
$2.51M
AC
254
Apella Capital
Connecticut
$2.5M
VFIC
255
Valley Forge Investment Consultants
Pennsylvania
$2.49M
TIM
256
Tortoise Investment Management
New York
$2.47M
SWA
257
Stratos Wealth Advisors
Ohio
$2.45M
CIA
258
Concurrent Investment Advisors
Florida
$2.45M
AssetMark Inc
259
AssetMark Inc
California
$2.44M
CW
260
CreativeOne Wealth
Kansas
$2.41M
AWA
261
Arkadios Wealth Advisors
Georgia
$2.38M
WMWM
262
Wilkins Miller Wealth Management
Alabama
$2.37M
PFA
263
Pinnacle Family Advisors
Missouri
$2.37M
WCM
264
Weaver Capital Management
Georgia
$2.36M
RA
265
Riversedge Advisors
Delaware
$2.35M
PFA
266
Pure Financial Advisors
California
$2.34M
SAM
267
Secure Asset Management
Michigan
$2.33M
AWM
268
AE Wealth Management
Kansas
$2.32M
ECM
269
Elgethun Capital Management
South Dakota
$2.32M
CIS
270
Custom Index Systems
New York
$2.29M
RIA
271
Regal Investment Advisors
Michigan
$2.27M
BFG
272
Berger Financial Group
Minnesota
$2.24M
YIH
273
Y-Intercept (HK)
Hong Kong
$2.24M
AGC
274
Aspen Grove Capital
Colorado
$2.24M
JWCA
275
J.W. Cole Advisors
Florida
$2.23M