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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
CKAIS
126
Christensen King & Associates Investment Services
Washington
$8.37M
GPFA
127
Game Plan Financial Advisors
Ohio
$8.34M
VWA
128
Visionary Wealth Advisors
Illinois
$8.28M
EWA
129
Exencial Wealth Advisors
Oklahoma
$8.21M
WAM
130
Weinberger Asset Management
California
$8.18M
SW
131
SteelPeak Wealth
California
$8.16M
CMP
132
Courage Miller Partners
Virginia
$8.05M
ACA
133
Ackerman Capital Advisors
Texas
$7.81M
PSCM
134
Per Stirling Capital Management
Texas
$7.76M
BAM
135
Berkshire Asset Management
Pennsylvania
$7.6M
PGWA
136
Plus Group Wealth Advisors
Wisconsin
$7.56M
GIA
137
Gladstone Institutional Advisory
Florida
$7.51M
BCM
138
Brookstone Capital Management
Illinois
$7.43M
CPA
139
Cathy Pareto & Associates
Florida
$7.28M
SAI
140
Savvy Advisors Inc
New York
$7.24M
BF
141
Baring Financial
Washington
$6.87M
US Bancorp
142
US Bancorp
Minnesota
$6.81M
Fidelity Investments
143
Fidelity Investments
Massachusetts
$6.7M
Pathstone Holdings
144
Pathstone Holdings
New Jersey
$6.69M
CAM
145
Cresset Asset Management
Illinois
$6.57M
LTL
146
Lowery Thomas LLC
California
$6.57M
PMG
147
ProVise Management Group
Florida
$6.55M
CWM
148
Cadence Wealth Management
Massachusetts
$6.55M
PIA
149
Panoramic Investment Advisors
Colorado
$6.52M
SF
150
Sun Financial
Utah
$6.51M