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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
IWP
676
IAG Wealth Partners
Wisconsin
$266K
PWC
677
Pathfinder Wealth Consulting
North Carolina
$266K
MNA
678
Manning & Napier Advisors
New York
$266K
RWM
679
Rialto Wealth Management
New York
$265K
AIM
680
Aspen Investment Management
Michigan
$265K
CWM
681
CCG Wealth Management
California
$264K
CWP
682
Clark Wealth Partners
Illinois
$263K
AFAS
683
Acorn Financial Advisory Services
Virginia
$262K
SP
684
Stonebrook Private
Michigan
$262K
AWA
685
Acorn Wealth Advisors
Michigan
$259K
DT
686
Diversified Trust
Tennessee
$258K
SNBOSD
687
Security National Bank of So Dak
Iowa
$257K
LWL
688
Leo Wealth LLC
Texas
$257K
GWMR
689
GC Wealth Management RIA
Massachusetts
$257K
ZIC
690
ZWJ Investment Counsel
Georgia
$256K
Northern Trust
691
Northern Trust
Illinois
$255K
AWM
692
Aprio Wealth Management
Georgia
$253K
BLFG
693
Brian Low Financial Group
Louisiana
$253K
TWM
694
TCFG Wealth Management
California
$252K
MC
695
Matisse Capital
Oregon
$252K
OAM
696
Oppenheimer Asset Management
New York
$251K
TPI
697
Trust Point Inc
Wisconsin
$250K
OCA
698
OpenArc Corporate Advisory
Georgia
$250K
PAS
699
Parsonex Advisory Services
Colorado
$249K
Vanguard Group
700
Vanguard Group
Pennsylvania
$247K