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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
GB
101
Goepper Burkhardt
South Carolina
$12.6M
SAMC
102
Spectrum Asset Management (California)
California
$12.1M
SS
103
Sunbelt Securities
Texas
$12.1M
AF
104
Allworth Financial
California
$12.1M
RWP
105
RWA Wealth Partners
Massachusetts
$11.5M
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$11.5M
JJBC
107
James J. Burns & Company
New York
$11.4M
GCP
108
Gill Capital Partners
Colorado
$11.4M
EWM
109
Empirical Wealth Management
Washington
$11.4M
AF
110
Align Financial
Minnesota
$11.1M
IAN
111
Integrated Advisors Network
Texas
$10.7M
DPI
112
Diversified Portfolios Inc
Michigan
$10.5M
OWM
113
Opes Wealth Management
California
$10.3M
BCIM
114
Bishop & Co Investment Management
Pennsylvania
$10.2M
WP
115
WealthShield Partners
North Carolina
$10.1M
FA
116
Fiduciary Alliance
South Carolina
$9.92M
HG
117
Harbor Group
New Hampshire
$9.84M
WPIC
118
White Pine Investment Company
Michigan
$9.73M
CH
119
CDKV Holdings
Colorado
$9.59M
ISWM
120
Independent Solutions Wealth Management
New York
$9.27M
HSA
121
HBK Sorce Advisory
Pennsylvania
$9.25M
FF
122
Friday Financial
Iowa
$9.19M
SDWMA
123
Schneider Downs Wealth Management Advisors
Pennsylvania
$8.66M
TWM
124
Thrive Wealth Management
Pennsylvania
$8.63M
MBI
125
May Barnhard Investments
Maryland
$8.39M