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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
EK
801
Evensky & Katz
Florida
$91K
MHR
802
Matthew Hamilton Rosenberg
$88.8K
KA
803
Kozak & Associates
Colorado
$88.5K
CNBTD
804
Citizens National Bank Trust Department
Mississippi
$87.8K
GFA
805
Godfrey Financial Associates
New York
$79.5K
EPAM
806
Evelyn Partners Asset Management
$79K
SC
807
SouthState Corp
Florida
$77.1K
RFG
808
REAP Financial Group
Texas
$68.1K
HFS
809
Horizon Financial Services
North Carolina
$66.4K
CT
810
Caldwell Trust
Florida
$66.2K
SRCM
811
Signature Resources Capital Management
California
$65.9K
Fifth Third Bancorp
812
Fifth Third Bancorp
Ohio
$65.4K
HDIM
813
Hanson & Doremus Investment Management
Vermont
$64K
SWM
814
Spire Wealth Management
Virginia
$62.4K
UFPG
815
United Financial Planning Group
New York
$62.4K
TFGT
816
TS Financial Group (TSFG)
Illinois
$62K
MIM
817
MTM Investment Management
South Carolina
$61.7K
JFA
818
JNBA Financial Advisors
Minnesota
$61.2K
PFM
819
Phillips Financial Management
Indiana
$60.4K
VWM
820
Vermillion Wealth Management
Minnesota
$59.9K
AA
821
Ancora Advisors
Ohio
$56.2K
CAL
822
Capital Analysts LLC
Pennsylvania
$53K
AAP
823
Arax Advisory Partners
Colorado
$52.3K
PK
824
Pflug Koory
Nebraska
$51.8K
KFI
825
Key Financial Inc
Pennsylvania
$48K