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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
WPA
776
West Paces Advisors
Georgia
$187K
VNA
777
Valley National Advisers
Pennsylvania
$184K
TRCT
778
Tower Research Capital (TRC)
New York
$169K
SIS
779
Strategic Investment Solutions
Illinois
$163K
KBFS
780
Kohmann Bosshard Financial Services
Ohio
$158K
HHGA
781
Halbert Hargrove Global Advisors
California
$158K
AIA
782
Arcadia Investment Advisors
Idaho
$157K
MIA
783
MeadowBrook Investment Advisors
Michigan
$148K
HFS
784
Hantz Financial Services
Michigan
$144K
RWM
785
RMG Wealth Management
Wisconsin
$143K
CAM
786
Costello Asset Management
Pennsylvania
$141K
LWM
787
Lodestone Wealth Management
Washington
$140K
MTIC
788
Missouri Trust & Investment Company
Missouri
$138K
PTC
789
Private Trust Company
Ohio
$136K
PWPS
790
Pinnacle Wealth Planning Services
Ohio
$133K
TCM
791
TD Capital Management
Tennessee
$132K
PB
792
Pinnacle Bancorp
Nebraska
$128K
AG
793
AmeriFlex Group
Nevada
$127K
SA
794
SRH Advisors
Kansas
$123K
LBC
795
Lowe Brockenbrough & Co
Virginia
$116K
RF
796
Robbins Farley
New Hampshire
$114K
CFB
797
Cullen/Frost Bankers
Texas
$104K
HR
798
Howe & Rusling
New York
$103K
RFP
799
Root Financial Partners
California
$97.1K
CBT
800
Crews Bank & Trust
Florida
$94.3K