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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
SG
551
StoneX Group
New York
$468K
IP
552
Ignite Planners
California
$467K
SIA
553
Soltis Investment Advisors
Utah
$467K
WTC
554
WhitTier Trust Company
Nevada
$466K
AIS
555
American Investment Services
Massachusetts
$464K
SPA
556
Sentinel Pension Advisors
Massachusetts
$462K
AWM
557
Accurate Wealth Management
Florida
$461K
PIN
558
Prudent Investors Network
California
$459K
USCWA
559
U.S. Capital Wealth Advisors
Texas
$456K
PGAM
560
Princeton Global Asset Management
New Jersey
$445K
SAM
561
Silvercrest Asset Management
New York
$442K
CIA
562
Cascade Investment Advisors
Oregon
$442K
SWM
563
Schwallier Wealth Management
Michigan
$441K
JPLA
564
Joseph P. Lucia & Associates
New York
$439K
GWA
565
Geometric Wealth Advisors
District of Columbia
$439K
CFD
566
Creative Financial Designs
Indiana
$438K
LWM
567
Lakeridge Wealth Management
Ohio
$438K
SAG
568
SageView Advisory Group
California
$435K
CHA
569
Cooper/Haims Advisors
New York
$434K
Citigroup
570
Citigroup
New York
$434K
IAIM
571
International Assets Investment Management
Florida
$433K
AWM
572
Avior Wealth Management
Nebraska
$429K
CIC
573
Cutler Investment Counsel
Oregon
$429K
DIS
574
Diversified Investment Strategies
Louisiana
$423K
DWP
575
Daymark Wealth Partners
Ohio
$420K