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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
Russell Investments Group
626
Russell Investments Group
United Kingdom
$332K
KPWS
627
Kestra Private Wealth Services
Texas
$329K
SIA
628
SeaBridge Investment Advisors
New Jersey
$327K
EAM
629
Evanson Asset Management
California
$327K
MAM
630
Marotta Asset Management
Virginia
$324K
CF
631
Centaurus Financial
California
$324K
GS
632
GTS Securities
New York
$323K
FFS
633
Founders Financial Securities
Maryland
$322K
MCP
634
Mirador Capital Partners
California
$319K
SWA
635
Sterling Wealth Advisors
Florida
$319K
FSWA
636
Financial Synergies Wealth Advisors
Texas
$319K
KA
637
Klingman & Associates
New York
$318K
DI
638
Disciplined Investors
Texas
$317K
HCM
639
Hengehold Capital Management
Ohio
$314K
MAMG
640
Milestone Asset Management Group
Connecticut
$313K
CA
641
CWC Advisors
Oregon
$312K
CIA
642
Capital Investment Advisors
Georgia
$309K
JWA
643
JFS Wealth Advisors
Pennsylvania
$308K
PA
644
PFG Advisors
Arizona
$307K
TI
645
Truepoint Inc
Ohio
$306K
WW
646
Waterfront Wealth
Kansas
$304K
HCP
647
Hardin Capital Partners
South Carolina
$304K
CW
648
Code Waechter
Florida
$301K
IAA
649
Independent Advisor Alliance
North Carolina
$299K
TA
650
TFB Advisors
Kansas
$298K