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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
CAG
151
Curtis Advisory Group
California
$6.43M
IFS
152
Ifrah Financial Services
Arkansas
$6.41M
PFWA
153
Paces Ferry Wealth Advisors
Georgia
$6.33M
BCI
154
Brinker Capital Investments
Pennsylvania
$6.2M
AC
155
Avant Capital
Louisiana
$6.17M
AFP
156
Arnold Financial Planning
Iowa
$6.15M
GWS
157
Glassman Wealth Services
Virginia
$6.08M
VAS
158
Vestmark Advisory Solutions
Massachusetts
$6.01M
CM
159
Columbus Macro
Pennsylvania
$5.98M
SF
160
Summit Financial
New Jersey
$5.96M
PFA
161
Petra Financial Advisors
Colorado
$5.94M
LWM
162
Lighthouse Wealth Management
Ohio
$5.93M
BAMG
163
Brand Asset Management Group
Missouri
$5.91M
PPH
164
Pure Portfolios Holdings
Oregon
$5.87M
IWC
165
Integrated Wealth Concepts
Massachusetts
$5.81M
SWM
166
SpringVest Wealth Management
Texas
$5.68M
FFA
167
Florida Financial Advisors
Florida
$5.64M
WRPWM
168
Werba Rubin Papier Wealth Management
California
$5.62M
CFA
169
Cahill Financial Advisors
Minnesota
$5.6M
Bank of New York Mellon
170
Bank of New York Mellon
New York
$5.58M
EWA
171
EP Wealth Advisors
California
$5.51M
CAWM
172
Capital Advisors Wealth Management
Washington
$5.41M
SA
173
Sanctuary Advisors
Indiana
$5.41M
WIA
174
Westbourne Investment Advisors
Maryland
$5.41M
MSFS
175
Main Street Financial Solutions
Pennsylvania
$5.4M