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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
FSG
276
Financial Strategies Group
Michigan
$2.2M
EWA
277
EverSource Wealth Advisors
Alabama
$2.17M
M
278
MYeCFO
California
$2.16M
Susquehanna International Group
279
Susquehanna International Group
Pennsylvania
$2.15M
BL
280
BCWM LLC
Kansas
$2.11M
DSC
281
Duncker Streett & Co
Missouri
$2.11M
MSL
282
Monetary Solutions, Ltd
Ohio
$2.08M
BFG
283
Bleakley Financial Group
New Jersey
$2.05M
TCRG
284
Twin Cities Retirement Group
Minnesota
$2.01M
ADL
285
Asset Dedication LLC
California
$2.01M
IC
286
IEQ Capital
California
$1.99M
EA
287
Emerald Advisors
Washington
$1.99M
LAIC
288
Lederer & Associates Investment Counsel
California
$1.98M
RPGK
289
Retirement Planning Group (Kansas)
Kansas
$1.95M
AOWM
290
Asset One Wealth Management
Washington
$1.95M
CRAL
291
Clear Retirement Advice LLC
California
$1.93M
SWA
292
Sax Wealth Advisors
New Jersey
$1.92M
Janney Montgomery Scott
293
Janney Montgomery Scott
Pennsylvania
$1.91M
ZIM
294
Zacks Investment Management
Illinois
$1.91M
ITG
295
Index Technologies Group
New York
$1.88M
MMA
296
Miracle Mile Advisors
California
$1.88M
SA
297
Stewardship Advisors
Pennsylvania
$1.87M
NWAG
298
Net Worth Advisory Group
Utah
$1.86M
IA
299
IFP Advisors
Florida
$1.86M
MFT
300
Moisand Fitzgerald Tamayo
Florida
$1.84M