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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
LFP
176
Leeward Financial Partners
Washington
$5.26M
RI
177
Rinkey Investments
California
$5.2M
AWM
178
Apex Wealth Management
New Hampshire
$5.17M
SKK
179
Shepherd Kaplan Krochuk
Massachusetts
$5.15M
GFWA
180
Grey Fox Wealth Advisors
Delaware
$5.11M
MWM
181
Meridian Wealth Management
Kentucky
$5.09M
SWP
182
Stratos Wealth Partners
Ohio
$4.99M
Baird Financial Group
183
Baird Financial Group
Wisconsin
$4.87M
NHT
184
New Hampshire Trust
New Hampshire
$4.85M
SWM
185
SeaCrest Wealth Management
New York
$4.85M
BWM
186
Brown Wealth Management
Illinois
$4.78M
EFG
187
Embree Financial Group
Illinois
$4.75M
DWM
188
Dakota Wealth Management
Florida
$4.75M
CCG
189
Coastwise Capital Group
California
$4.68M
SFA
190
Sequoia Financial Advisors
Ohio
$4.66M
NDSI
191
Newman Dignan & Sheerar Inc
Rhode Island
$4.65M
OCM
192
One Capital Management
California
$4.64M
RIA
193
Retirement Investment Advisors
Oklahoma
$4.62M
GBFP
194
Golden Bell Financial Planning
Georgia
$4.52M
NA
195
NewEdge Advisors
Louisiana
$4.45M
WF
196
Warner Financial
Maryland
$4.44M
KAS
197
KPP Advisory Services
Kentucky
$4.32M
BBPWM
198
Blue Bell Private Wealth Management
Pennsylvania
$4.3M
OFS
199
OneAscent Financial Services
Alabama
$4.27M
ACA
200
Affinity Capital Advisors
California
$4.23M