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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
SFA
76
Seneca Financial Advisors
New York
$19.3M
LC
77
LCNB Corp
Ohio
$19.3M
Focus Partners Wealth
78
Focus Partners Wealth
Massachusetts
$19.3M
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$19.3M
CWA
80
Cornerstone Wealth Advisors
Minnesota
$18.6M
DP
81
Denver PWM
Colorado
$18.3M
PWM
82
Perigon Wealth Management
California
$18.2M
KAS
83
Kestra Advisory Services
Texas
$18M
NFG
84
Northeast Financial Group
Pennsylvania
$18M
GC
85
Garde Capital
Washington
$17.9M
MA
86
Mutual Advisors
Nebraska
$17.7M
CIA
87
Cape Investment Advisory
Georgia
$17.7M
WA
88
Waverly Advisors
Alabama
$17.3M
WMWM
89
Whitaker-Myers Wealth Managers
Ohio
$16.4M
SF
90
Seek First
California
$16M
PCM
91
Payne Capital Management
New York
$15.7M
GSIS
92
Global Strategic Investment Solutions
Arizona
$15.6M
FFA
93
Farther Finance Advisors
California
$15M
MWA
94
Martel Wealth Advisors
Washington
$14.8M
Commonwealth Equity Services
95
Commonwealth Equity Services
Massachusetts
$14.4M
YP
96
YANKCOM Partnership
South Dakota
$13.9M
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
$12.9M
PWM
98
Peak Wealth Management
New Hampshire
$12.7M
ISFAN
99
Investor's Fiduciary Advisor Network
Washington
$12.6M
BWL
100
Bogart Wealth LLC
Virginia
$12.6M