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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
WMA
326
William Mack & Associates
Michigan
$1.48M
KAM
327
KEB Asset Management
Illinois
$1.45M
CA
328
Continuum Advisory
Idaho
$1.44M
LIWM
329
Long Island Wealth Management
New York
$1.44M
LJAC
330
L.J. Altfest & Co
New York
$1.43M
Rockefeller Capital Management
331
Rockefeller Capital Management
New York
$1.41M
Renaissance Technologies
332
Renaissance Technologies
New York
$1.41M
KJWM
333
Kiley Juergens Wealth Management
Washington
$1.41M
GWM
334
Geneos Wealth Management
Colorado
$1.41M
KFG
335
Kelly Financial Group
Connecticut
$1.4M
IWM
336
IHT Wealth Management
Illinois
$1.4M
BWM
337
BCGM Wealth Management
Indiana
$1.4M
WCM
338
Whitener Capital Management
North Carolina
$1.39M
MFP
339
Meramec Financial Planners
Missouri
$1.39M
SCM
340
SOL Capital Management
Maryland
$1.39M
AWE
341
Avidian Wealth Enterprises
Texas
$1.39M
UAG
342
United Advisor Group
Ohio
$1.38M
CCWM
343
Cassaday & Co Wealth Management
Virginia
$1.37M
CP
344
Creekside Partners
California
$1.36M
PAG
345
Private Advisor Group
New Jersey
$1.35M
TNA
346
True North Advisors
Texas
$1.35M
CPIG
347
Chicago Partners Investment Group
Illinois
$1.35M
WANY
348
Wealthspire Advisors (New York)
New York
$1.34M
VFA
349
Valeo Financial Advisors
Indiana
$1.33M
SWM
350
Seed Wealth Management
Illinois
$1.33M