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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
LIA
526
Lynx Investment Advisory
District of Columbia
$509K
SIA
527
SGL Investment Advisors
Montana
$504K
KFAS
528
Keating Financial Advisory Services
Kansas
$503K
FWI
529
Facet Wealth Inc
Maryland
$501K
OC
530
Oarsman Capital
Wisconsin
$498K
FB
531
Fulton Bank
Pennsylvania
$497K
WFA
532
WMG Financial Advisors
Tennessee
$497K
SFG
533
Sovereign Financial Group
Connecticut
$496K
VCP
534
Vista Capital Partners
Oregon
$490K
HI
535
Harbour Investments
Wisconsin
$489K
KA
536
KLCM Advisors
Wisconsin
$487K
BTI
537
Blue Trust Inc
Georgia
$487K
Brown Advisory
538
Brown Advisory
Maryland
$485K
TF
539
Theory Financial
Colorado
$482K
PC
540
Payne Capital
Oregon
$482K
TWP
541
Total Wealth Planning
Ohio
$478K
CBA
542
Coastal Bridge Advisors
Connecticut
$477K
CWP
543
Cyndeo Wealth Partners
Florida
$476K
FFG
544
Fortune Financial Group
Florida
$476K
SSWM
545
Smith Salley Wealth Management
North Carolina
$475K
WPA
546
Wealth Preservation Advisors
Tennessee
$471K
TCM
547
TruNorth Capital Management
Michigan
$470K
AT
548
American Trust
Kentucky
$470K
BW
549
Basepoint Wealth
Iowa
$469K
BWM
550
Brickley Wealth Management
California
$469K