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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
MSWMA
401
Market Street Wealth Management Advisors
Indiana
$974K
BL
402
BFSG LLC
California
$967K
KHC
403
Koesten Hirschmann & Crabtree
Kansas
$967K
ATI
404
ARK & TLK Investments
Oklahoma
$964K
AWP
405
Atlas Wealth Partners
Pennsylvania
$961K
KA
406
Kovack Advisors
Florida
$954K
S
407
SignatureFD
Georgia
$950K
LPAM
408
Lodestar Private Asset Management
California
$947K
PWM
409
Partners Wealth Management
California
$944K
WAP
410
Wealthcare Advisory Partners
Pennsylvania
$937K
IP
411
Indivisible Partners
Florida
$929K
RDWM
412
Red Door Wealth Management
Tennessee
$929K
BFA
413
Beaumont Financial Advisors
Massachusetts
$927K
S
414
Sachetta
Massachusetts
$910K
MPWT
415
MassMutual Private Wealth & Trust
Connecticut
$896K
CWA
416
CM Wealth Advisors
Ohio
$890K
ONB
417
Old National Bancorp
Indiana
$886K
AWA
418
Argos Wealth Advisors
California
$884K
DADC
419
D.A. Davidson & Co
Montana
$883K
WI
420
Westbourne Investments
Virginia
$882K
PCWA
421
Pacific Capital Wealth Advisors
California
$880K
JIC
422
Johnson Investment Counsel
Ohio
$878K
HBW
423
Hazlett, Burt & Watson
West Virginia
$873K
KFA
424
Kelleher Financial Advisors
New York
$865K
JF
425
Joule Financial
Kentucky
$865K