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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
SPL
451
Smart Portfolios LLC
Washington
$750K
BFP
452
Birchwood Financial Partners
Minnesota
$740K
SQA
453
Simon Quick Advisors
New Jersey
$732K
BFS
454
Burkett Financial Services
South Carolina
$728K
MAG
455
Mayfair Advisory Group
Alabama
$726K
BIP
456
Blueprint Investment Partners
North Carolina
$724K
FAG
457
Fortitude Advisory Group
Washington
$723K
HW
458
Hancock Whitney
Mississippi
$719K
AWMG
459
Alliance Wealth Management Group
New Jersey
$718K
TCM
460
Towercrest Capital Management
Pennsylvania
$718K
GWM
461
GSB Wealth Management
Connecticut
$715K
MCM
462
MidAtlantic Capital Management
Virginia
$713K
SCA
463
Stonebridge Capital Advisors
Minnesota
$709K
MOS
464
MGO One Seven
Ohio
$703K
BFA
465
Blueprint Financial Advisors
North Carolina
$703K
AA
466
Aire Advisors
California
$701K
AT
467
Adelphi Trust
Florida
$701K
LF
468
Lantz Financial
Illinois
$699K
TYCC
469
Texas Yale Capital Corp
Florida
$696K
FAT
470
First American Trust
California
$693K
WMG
471
WESCAP Management Group
California
$688K
CIP
472
Capital Insight Partners
Arizona
$688K
SWM
473
Sculati Wealth Management
Michigan
$684K
PL
474
Plancorp LLC
Missouri
$682K
LWM
475
LongView Wealth Management
Georgia
$674K