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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
RWM
301
Ritholtz Wealth Management
New York
$1.81M
CSP
302
Cary Street Partners
Virginia
$1.8M
AWM
303
Apollon Wealth Management
South Carolina
$1.79M
CA
304
CGN Advisors
Kansas
$1.79M
AIM
305
Avity Investment Management
Connecticut
$1.78M
PA
306
Parallel Advisors
California
$1.73M
KF
307
K2 Financial
California
$1.73M
SF
308
Schaeffer Financial
Maryland
$1.69M
MW
309
Maia Wealth
Colorado
$1.68M
AL
310
Aspiriant LLC
California
$1.65M
BIA
311
Bigelow Investment Advisors
Maine
$1.64M
CWM
312
Cornerstone Wealth Management
Missouri
$1.63M
GHA
313
GW Henssler & Associates
Georgia
$1.63M
MWA
314
Monograph Wealth Advisors
California
$1.62M
RA
315
RFG Advisory
Alabama
$1.58M
BlackRock
316
BlackRock
New York
$1.58M
MCC
317
Money Concepts Capital
Florida
$1.58M
CAG
318
Csenge Advisory Group
Florida
$1.56M
CCC
319
Compass Capital Corp
Massachusetts
$1.56M
ES
320
ETF Store
Kansas
$1.55M
BFA
321
Ballast Financial Advisors
Pennsylvania
$1.54M
KP
322
Keel Point
Alabama
$1.52M
OSAM
323
O'Shaughnessy Asset Management
Connecticut
$1.52M
RGF
324
Retirement Guys Formula
Ohio
$1.49M
SA
325
Sovran Advisors
California
$1.49M