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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
OWP
501
Obermeyer Wealth Partners
Colorado
$573K
SA
502
Seneschal Advisors
Washington
$567K
P
503
&Partners
Tennessee
$566K
FWM
504
Fonville Wealth Management
Virginia
$565K
DWT
505
Dorsey & Whitney Trust
South Dakota
$565K
BWA
506
Beam Wealth Advisors
Louisiana
$565K
ACI
507
Alpha Cubed Investments
California
$558K
SW
508
SkyOak Wealth
Michigan
$555K
SMA
509
Sage Mountain Advisors
Georgia
$553K
VF
510
Vawter Financial
Ohio
$540K
WSFS
511
Wilmington Savings Fund Society
Delaware
$539K
RCM
512
Radnor Capital Management
Pennsylvania
$539K
CIBC Private Wealth Group
513
CIBC Private Wealth Group
Georgia
$535K
CAM
514
Carret Asset Management
New York
$534K
ZF
515
Zhang Financial
Michigan
$531K
NP
516
NorthRock Partners
Minnesota
$530K
MHS
517
M Holdings Securities
Oregon
$530K
EPM
518
Elm Partners Management
Pennsylvania
$529K
HWA
519
Heritage Wealth Architects
Minnesota
$527K
GA
520
Goldstein Advisors
Wisconsin
$527K
Fisher Asset Management
521
Fisher Asset Management
Washington
$524K
IFPL
522
Investments & Financial Planning LLC
Kentucky
$522K
PGFC
523
Peapack-Gladstone Financial Corp
New Jersey
$521K
SFWC
524
Strategic Family Wealth Counselors
New Jersey
$520K
TAP
525
Tounjian Advisory Partners
Florida
$510K