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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
OA
851
Operose Advisors
Wisconsin
$23.4K
SWA
852
Strategic Wealth Advisors
Arizona
$23K
TCM
853
Tradewinds Capital Management
Washington
$19.5K
AFC
854
Ares Financial Consulting
California
$18.3K
WCM
855
Winthrop Capital Management
Indiana
$18K
OWP
856
ORG Wealth Partners
Texas
$17.5K
CWA
857
Carolina Wealth Advisors
South Carolina
$16.7K
FPB
858
First PREMIER Bank
South Dakota
$15K
JFG
859
JDM Financial Group
Texas
$14.3K
EWM
860
Evolution Wealth Management
Florida
$13.5K
PS
861
Pinney & Scofield
Massachusetts
$13.1K
MCA
862
McGuire Capital Advisors
Oklahoma
$12.9K
EA
863
Evolution Advisers
Virginia
$12K
PIP
864
Peachtree Investment Partners
Florida
$11.8K
SC
865
Stephens Consulting
Michigan
$11.6K
RF
866
Rossby Financial
Florida
$10.7K
MBFW
867
Morton Brown Family Wealth
Pennsylvania
$10.5K
CA
868
Crewe Advisors
Utah
$9.74K
OP
869
ORG Partners
Indiana
$9.64K
FDW
870
Fourth Dimension Wealth
Ohio
$9.12K
AWM
871
Aberdeen Wealth Management
Illinois
$8.88K
CMA
872
Cedar Mountain Advisors
Oregon
$8.85K
AUB
873
Atlantic Union Bankshares
Virginia
$8.59K
CFP
874
Comprehensive Financial Planning
Pennsylvania
$8.53K
PPL
875
Planning Project LLC
Texas
$8.45K