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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
AF
426
Advisornet Financial
Minnesota
$864K
HWA
427
HHM Wealth Advisors
Tennessee
$862K
BCWM
428
Bartlett & Co Wealth Management
Ohio
$861K
PFGIA
429
Patriot Financial Group Insurance Agency
Massachusetts
$853K
BWP
430
Bernardo Wealth Planning
Pennsylvania
$853K
IF
431
Ironwood Financial
Arizona
$850K
GT
432
Greenleaf Trust
Michigan
$848K
Bank of Montreal
433
Bank of Montreal
Ontario, Canada
$838K
PAS
434
Park Avenue Securities
New York
$837K
WA
435
WPG Advisers
Maryland
$835K
UB
436
UMB Bank
Missouri
$833K
Qube Research & Technologies (QRT)
437
Qube Research & Technologies (QRT)
United Kingdom
$831K
KCM
438
Kathmere Capital Management
Pennsylvania
$829K
SPI
439
Santori & Peters Inc
Pennsylvania
$822K
BFO
440
Biltmore Family Office
North Carolina
$816K
TGAM
441
TBH Global Asset Management
Tennessee
$786K
PCMNC
442
Piedmont Capital Management (North Carolina)
North Carolina
$786K
EHC
443
Everett Harris & Co
California
$782K
WDL
444
Well Done LLC
Michigan
$778K
NAMNJ
445
NorthStar Asset Management (New Jersey)
New Jersey
$776K
VH
446
Visionary Horizons
Tennessee
$775K
PS
447
Principal Securities
Iowa
$774K
SEIA
448
Signature Estate & Investment Advisors
California
$761K
MAM
449
Marquette Asset Management
Minnesota
$760K
RSWA
450
Robinson Smith Wealth Advisors
Maine
$754K