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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
CB
751
Commerce Bank
Missouri
$209K
LEFP
752
Leading Edge Financial Planning
Tennessee
$209K
FSBI
753
Fearless Solutions (Best Invest)
Texas
$209K
SFS
754
Sunrise Financial Services
Washington
$208K
AP
755
Appleton Partners
Massachusetts
$208K
Legacy Financial Group (Iowa)
756
Legacy Financial Group (Iowa)
Iowa
$208K
OCPWS
757
One Charles Private Wealth Services
Massachusetts
$208K
KeyBank National Association
758
KeyBank National Association
Ohio
$208K
RC
759
Roundview Capital
New Jersey
$208K
FFA
760
First Foundation Advisors
California
$204K
SWA
761
Serenus Wealth Advisors
California
$204K
PIA
762
Pinion Investment Advisors
Kansas
$204K
GA
763
GoalVest Advisory
New York
$204K
FFWA
764
FRG Family Wealth Advisors
Washington
$203K
CL
765
CVFG LLC
Indiana
$203K
KFP
766
Kerr Financial Planning
California
$202K
CGFA
767
Colton Groome Financial Advisors
North Carolina
$202K
KWM
768
KW Wealth Management
California
$202K
WMN
769
Wealth Management Nebraska
Nebraska
$201K
SIC
770
Salem Investment Counselors
North Carolina
$200K
FVIM
771
Fort Vancouver Investment Management
Washington
$199K
BIA
772
Bell Investment Advisors
California
$192K
BA
773
Blueline Advisors
New Hampshire
$190K
CCM
774
Chilton Capital Management
Texas
$189K
LB
775
Legacy Bridge
Iowa
$188K