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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
AWA
826
Acumen Wealth Advisors
Tennessee
$47K
BCM
827
Blume Capital Management
California
$44.4K
NG
828
NWK Group
California
$41.9K
CFO
829
CVA Family Office
Colorado
$41.9K
FCT
830
Family Capital Trust
Massachusetts
$38.5K
IIM
831
IFC & Insurance Marketing
California
$38K
MSFP
832
Mark Sheptoff Financial Planning
Connecticut
$37.8K
WETS
833
Wealth Enhancement Trust Services
South Dakota
$37.4K
T
834
Tidemark
California
$35.5K
ME
835
McIlrath & Eck
Washington
$35.4K
FCT
836
First Community Trust
Iowa
$35.2K
NEWAS
837
N.E.W. Advisory Services
Wisconsin
$35K
TAM
838
Tucker Asset Management
Colorado
$34.8K
JHCP
839
Jackson Hole Capital Partners
Oklahoma
$34.6K
RDFA
840
Ritter Daniher Financial Advisory
Ohio
$33.4K
VCM
841
Versant Capital Management
Arizona
$32.3K
DI
842
DAGCO Inc
Ohio
$30.8K
HCM
843
Hollencrest Capital Management
California
$29.5K
TPBG
844
Turning Point Benefit Group
Maryland
$27.2K
LWANC
845
Laurel Wealth Advisors (North Carolina)
North Carolina
$27.1K
DIP
846
DT Investment Partners
Pennsylvania
$26.5K
DPW
847
DiNuzzo Private Wealth
Pennsylvania
$25.9K
AWM
848
Abound Wealth Management
Tennessee
$25.6K
HWM
849
Horizons Wealth Management
North Carolina
$24.8K
FGAM
850
Financial Gravity Asset Management
Texas
$24.6K