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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
BFPW
901
BOK Financial Private Wealth
Colorado
$889
CCMW
902
Cypress Capital Management (Wyoming)
Wyoming
$888
AWM
903
Activest Wealth Management
Florida
$859
QWM
904
Quaker Wealth Management
New Jersey
$859
WWM
905
Wolff Wiese Magana
California
$593
GGI
906
Godsey & Gibb Inc
Virginia
$445
IF
907
Integrity Financial
Wyoming
$266
SWA
908
SOA Wealth Advisors
New York
$141
SAS
909
Spurstone Advisory Services
Connecticut
$89
Wellington Management Group
910
Wellington Management Group
Massachusetts
FCI
911
Financial Counselors Inc
Kansas
JC
912
JBGlobal.com
New York
MMHP
913
Murphy Middleton Hinkle & Parker
Georgia
CPRC
914
Consolidated Portfolio Review Corp
New York
SCM
915
Saxony Capital Management
Missouri
MGIA
916
Matthew Goff Investment Advisor
Texas
BNP Paribas Financial Markets
917
BNP Paribas Financial Markets
France
Kovitz Investment Group Partners
918
Kovitz Investment Group Partners
Illinois
NCFG
919
New Century Financial Group
New Jersey
BJL
920
Brighton Jones LLC
Washington
LSIA
921
LaSalle St. Investment Advisors
Illinois
MC
922
McCarthy & Cox
Ohio
BBW
923
Blue Barn Wealth
Utah
WC
924
Waterloo Capital
Texas
FA
925
Fountainhead AM
New Jersey