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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
MFIM
726
Mesirow Financial Investment Management
Illinois
$230K
PWM
727
Praetorian Wealth Management
California
$229K
GBWM
728
Granite Bay Wealth Management
New Hampshire
$229K
BPWM
729
Badgley Phelps Wealth Managers
Washington
$228K
CG
730
Caprock Group
Idaho
$227K
PPWM
731
Perissos Private Wealth Management
Oklahoma
$227K
TIM
732
Total Investment Management
Arizona
$226K
KIA
733
KCM Investment Advisors
California
$225K
LC
734
Landaas & Company
Wisconsin
$225K
WS
735
Wedbush Securities
California
$225K
STFP
736
Signal Tree Financial Partners
Ohio
$225K
TIAA Trust, National Association
737
TIAA Trust, National Association
North Carolina
$222K
EL
738
Essex LLC
Illinois
$222K
TWA
739
TCI Wealth Advisors
Arizona
$220K
CPA
740
Capital Performance Advisors
California
$220K
NCM
741
Northwest Capital Management
Oregon
$220K
SFG
742
Synergy Financial Group
California
$219K
WI
743
Wedgewood Investors
Pennsylvania
$219K
FCM
744
Firestone Capital Management
Florida
$218K
MAS
745
Madden Advisory Services
Florida
$215K
GI
746
GAMMA Investing
California
$214K
RMP
747
Richards, Merrill & Peterson
Washington
$213K
TFA
748
Teamwork Financial Advisors
Texas
$213K
CWM
749
Collaborative Wealth Management
Florida
$210K
CWAI
750
Core Wealth Advisors (Indiana)
Indiana
$210K