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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
IWN
476
Independent Wealth Network
Iowa
$667K
RMC
477
Ring Mountain Capital
California
$663K
WF
478
Womack Financial
Texas
$660K
GG
479
Greenwood Gearhart
Arkansas
$659K
SPIA
480
Steward Partners Investment Advisory
New York
$658K
CTC
481
Central Trust Company
Missouri
$653K
MIA
482
Milestone Investment Advisors
Wisconsin
$649K
MGWM
483
Marks Group Wealth Management
Minnesota
$638K
HWA
484
HMV Wealth Advisors
Louisiana
$638K
GVAG
485
Great Valley Advisor Group
Delaware
$637K
SWM
486
Stark Wealth Management
Pennsylvania
$636K
GWSA
487
Global Wealth Strategies & Associates
Colorado
$631K
EWS
488
Evergreen Wealth Solutions
Pennsylvania
$627K
AA
489
Alesco Advisors
New York
$626K
RPGNY
490
Retirement Planning Group (New York)
New York
$624K
UFA
491
Uptown Financial Advisors
Texas
$624K
CIR
492
Clear Investment Research
Georgia
$604K
SWGC
493
Summit Wealth Group (Colorado)
Colorado
$599K
RA
494
Resolute Advisors
California
$592K
LW
495
Livet Wealth
Utah
$589K
VWA
496
VSM Wealth Advisory
Maryland
$587K
GC
497
Gilbert & Cook
Iowa
$585K
ACA
498
Atlas Capital Advisors
Wyoming
$585K
RWP
499
Revolve Wealth Partners
New Jersey
$581K
CFFP
500
Center for Financial Planning
Michigan
$578K