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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
APG
576
Abacus Planning Group
South Carolina
$419K
RIM
577
Rockbridge Investment Management
New York
$418K
SPWM
578
Schrum Private Wealth Management
Florida
$415K
SC
579
Schoolcraft Capital
Colorado
$415K
VDI
580
Vaughan David Investments
Illinois
$415K
KLI
581
Kelman-Lazarov Inc
Tennessee
$414K
TLA
582
Tanglewood Legacy Advisors
Texas
$413K
TVM
583
True Vision MN
Minnesota
$410K
CRFG
584
Columbia River Financial Group
Washington
$403K
Citadel Advisors
585
Citadel Advisors
Florida
$403K
FCA
586
FLC Capital Advisors
California
$401K
CFG
587
Certior Financial Group
Pennsylvania
$398K
ABC
588
Associated Banc-Corp
Wisconsin
$398K
LF
589
LifeSteps Financial
California
$398K
WP
590
Westmount Partners
California
$393K
PIMG
591
Patriot Investment Management Group
Tennessee
$393K
MWP
592
Meredith Wealth Planning
Illinois
$392K
TW
593
Traveka Wealth
California
$391K
SSW
594
Stone Summit Wealth
Florida
$391K
Natixis Advisors
595
Natixis Advisors
Massachusetts
$390K
FA
596
FF Advisors
California
$389K
FFA
597
Fi3 Financial Advisors
Indiana
$387K
ML
598
Mayport LLC
Massachusetts
$386K
GCM
599
G2 Capital Management
Ohio
$379K
PAYA
600
Phil A. Younker & Associates
Alaska
$375K