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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
HIIFS
926
Harel Insurance Investments & Financial Services
Israel
TF
927
Tandem Financial
Colorado
BFWM
928
Bright Futures Wealth Management
New York
PCA
929
Prosperity Capital Advisors
Ohio
APA
930
Astoria Portfolio Advisors
New York
FCH
931
Freestone Capital Holdings
Washington
AA
932
Advisory Alpha
Michigan
FG
933
Foster Group
Iowa
HF
934
HRT Financial
New York
BAM
935
Belpointe Asset Management
Nevada
PIM
936
Pullen Investment Management
Florida
MAM
937
MMA Asset Management
Pennsylvania
JWM
938
JPL Wealth Management
Colorado
MSG
939
Main Street Group
Virginia
JFGIW
940
Johnson Financial Group Inc (Wisconsin)
Wisconsin
FLFS
941
Family Legacy Financial Solutions
North Carolina
CCM
942
Cloud Capital Management
Washington
AIC
943
Archer Investment Corporation
Indiana
GWSG
944
GPS Wealth Strategies Group
Colorado
RJA
945
Ross\Johnson & Associates
Minnesota
PWMG
946
Private Wealth Management Group
New Jersey
RA
947
Rise Advisors
New York
HPIA
948
Hamilton Point Investment Advisors
North Carolina
HFS
949
Hopwood Financial Services
Virginia