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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
SPC
601
Sigma Planning Corp
Michigan
$375K
VCA
602
Verdence Capital Advisors
Maryland
$374K
AIA
603
Allied Investment Advisors
Montana
$369K
TSS
604
Two Sigma Securities
New York
$367K
CA
605
Cambridge Advisors
Nebraska
$367K
BMCM
606
Bryn Mawr Capital Management
Pennsylvania
$366K
BPW
607
BlueDoor Private Wealth
Massachusetts
$364K
HC
608
Hurley Capital
New York
$362K
CFG
609
Chapman Financial Group
Hawaii
$360K
CTA
610
Chesley Taft & Associates
Illinois
$359K
QHA
611
Quarry Hill Advisors
Minnesota
$359K
KWM
612
Kingsview Wealth Management
Oregon
$347K
CD
613
Chapin Davis
Maryland
$345K
SEP
614
Signature Equity Partners
Ohio
$343K
DWM
615
DecisionMap Wealth Management
Virginia
$343K
LA
616
LWM Advisors
California
$341K
PWMG
617
Prestige Wealth Management Group
New Jersey
$339K
AAM
618
Austin Asset Management
Texas
$339K
AI
619
Atria Investments
North Carolina
$338K
CAP
620
Columbia Advisory Partners
Washington
$338K
AIA
621
AIMZ Investment Advisors
California
$338K
MGW
622
MB Generational Wealth
Washington
$337K
FWTB
623
First Western Trust Bank
Colorado
$335K
FCM
624
Fortis Capital Management
Washington
$334K
APW
625
Aurora Private Wealth
New Jersey
$333K