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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
LFG
376
Larson Financial Group
Missouri
$1.14M
CCWP
377
Cedar Cove Wealth Partners
Minnesota
$1.14M
William Blair & Company
378
William Blair & Company
Illinois
$1.13M
HI
379
Hoey Investments
Pennsylvania
$1.12M
BEI
380
Benjamin Edwards Inc
Missouri
$1.12M
SCM
381
SCS Capital Management
Massachusetts
$1.11M
CIAS
382
Capital Investment Advisory Services
North Carolina
$1.11M
DAS
383
Diversify Advisory Services
Utah
$1.1M
FIA
384
Foundations Investment Advisors
Arizona
$1.06M
NL
385
NWAM LLC
Washington
$1.06M
WFAG
386
Wescott Financial Advisory Group
Pennsylvania
$1.04M
PVI
387
Pine Valley Investments
New Jersey
$1.03M
QPWM
388
Quadrant Private Wealth Management
Pennsylvania
$1.02M
BBHC
389
Brown Brothers Harriman & Co
New York
$1.01M
TF
390
Thayer Financial
North Carolina
$1.01M
BDFN
391
Bond & Devick Financial Network
Minnesota
$1.01M
NRC
392
New Republic Capital
North Carolina
$1.01M
UBS AM
393
UBS AM
Illinois
$1M
CWM
394
Chesapeake Wealth Management
Virginia
$1M
SAM
395
Smartleaf Asset Management
Massachusetts
$996K
HCWM
396
Hidden Cove Wealth Management
Washington
$983K
VP
397
Verum Partners
North Carolina
$980K
HIP
398
HUB Investment Partners
Texas
$980K
AFP
399
Ausdal Financial Partners
Iowa
$979K
WA
400
WBH Advisory
Maryland
$977K