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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
PPC
876
Park Place Capital
Alabama
$8.35K
AP
877
Atwood & Palmer
Missouri
$8K
LI
878
LRI Investments
Florida
$7.73K
WAG
879
Wilkerson Advisory Group
Missouri
$7.49K
LWMI
880
Legacy Wealth Management (Idaho)
Idaho
$6.93K
HIA
881
Harbor Investment Advisory
Maryland
$6.66K
SFG
882
Strive Financial Group
Indiana
$5.79K
GJIA
883
Glass Jacobson Investment Advisors
Maryland
$5.6K
CTWM
884
Cherry Tree Wealth Management
Minnesota
$4.53K
BAM
885
Bellevue Asset Management
Washington
$4.53K
QC
886
Quent Capital
New York
$4.53K
GAMC
887
Garner Asset Management Corp
Texas
$4.29K
AGWCA
888
Annis Gardner Whiting Capital Advisors
Florida
$2.96K
AIA
889
Armor Investment Advisors
North Carolina
$2.93K
TPCW
890
TD Private Client Wealth
New York
$2.84K
MA
891
Modus Advisors
Minnesota
$2.75K
Simplex Trading
892
Simplex Trading
Illinois
$2.58K
NMG
893
New Millennium Group
Utah
$1.78K
IW
894
Imprint Wealth
South Carolina
$1.69K
MWPCG
895
Measured Wealth Private Client Group
New Hampshire
$1.63K
SIS
896
Sound Income Strategies
Florida
$1.11K
TCOV
897
Trust Company of Vermont
Vermont
$1.1K
CFG
898
Clayton Financial Group
Missouri
$1.03K
CMP
899
Coston McIsaac & Partners
Maine
$1K
KG
900
Kilter Group
New York
$909