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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
EH
351
Equitable Holdings
New York
$1.33M
CCM
352
Condor Capital Management
New Jersey
$1.31M
VST
353
Van Strum & Towne
California
$1.29M
JFG
354
JMG Financial Group
Illinois
$1.27M
VCWA
355
Vanguard Capital Wealth Advisors
Colorado
$1.27M
IJWM
356
Inman Jager Wealth Management
Mississippi
$1.27M
LAM
357
L2 Asset Management
Massachusetts
$1.27M
IAS
358
IMA Advisory Services
Colorado
$1.26M
Koshinski Asset Management
359
Koshinski Asset Management
Illinois
$1.26M
GCA
360
Gradient Capital Advisors
California
$1.26M
AWMS
361
Advocacy Wealth Management Services
Georgia
$1.25M
Goldman Sachs
362
Goldman Sachs
New York
$1.23M
FCB
363
First County Bank
Connecticut
$1.23M
TA
364
Tactive Advisors
Florida
$1.22M
HTC
365
Haverford Trust Company
Pennsylvania
$1.22M
KC
366
Knuff & Co
California
$1.2M
WPC
367
Wedmont Private Capital
Pennsylvania
$1.19M
MWM
368
Modern Wealth Management
Kansas
$1.19M
PNC Financial Services Group
369
PNC Financial Services Group
Pennsylvania
$1.18M
Comerica Bank
370
Comerica Bank
Texas
$1.18M
NRI
371
NFP Retirement Inc
California
$1.16M
EA
372
Enclave Advisors
Texas
$1.15M
CAAM
373
Cornerstone Advisors Asset Management
Pennsylvania
$1.15M
AIM
374
Athena Investment Management
California
$1.14M
WA
375
Waterford Advisors
New York
$1.14M