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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
FWM
701
Focused Wealth Management
New York
$247K
MA
702
MONECO Advisors
Connecticut
$247K
VA
703
Valmark Advisers
Ohio
$246K
CA
704
CoreCap Advisors
Michigan
$245K
LFS
705
Lutz Financial Services
Nebraska
$245K
HAP
706
Harbor Asset Planning
Massachusetts
$245K
SAM
707
Synergy Asset Management
Washington
$245K
GI
708
GS Investments
Minnesota
$243K
PWM
709
Penobscot Wealth Management
Maine
$242K
CFO
710
Collective Family Office
Pennsylvania
$242K
AG
711
Advocate Group
Minnesota
$240K
AC
712
AlphaCore Capital
California
$240K
HWA
713
Hillcrest Wealth Advisors
New Jersey
$240K
AIM
714
Anchor Investment Management
South Carolina
$239K
BIG
715
Brooklyn Investment Group
New York
$237K
LSL
716
Legacy Solutions LLC
Pennsylvania
$235K
WHCFA
717
William Howard & Co Financial Advisors
Tennessee
$235K
CAMG
718
CWA Asset Management Group
Florida
$235K
AIM
719
Advyzon Investment Management
Illinois
$235K
KSB
720
Kennebec Savings Bank
Maine
$234K
SWM
721
Silverlake Wealth Management
Vermont
$234K
GSC
722
G&S Capital
Colorado
$233K
CAM
723
Clark Asset Management
New Hampshire
$233K
PFBT
724
Parkside Financial Bank & Trust
Missouri
$232K
FFM
725
Forum Financial Management
Illinois
$232K