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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
DP
201
DDD Partners
Washington
$4.2M
NFG
202
Nadler Financial Group
Illinois
$4.2M
SWA
203
Sightline Wealth Advisors
Connecticut
$4.19M
LIA
204
LifePlan Investment Advisors
North Carolina
$3.99M
RWM
205
RKL Wealth Management
Pennsylvania
$3.95M
KWA
206
Kingswood Wealth Advisors
California
$3.95M
BWM
207
BCS Wealth Management
Tennessee
$3.91M
Stifel Financial
208
Stifel Financial
Missouri
$3.83M
EFG
209
Everhart Financial Group
Ohio
$3.83M
VT
210
Vise Technologies
New York
$3.81M
QCM
211
Quantinno Capital Management
New York
$3.8M
BOPW
212
Brandywine Oak Private Wealth
Pennsylvania
$3.77M
MWM
213
Modera Wealth Management
New Jersey
$3.72M
NSAM
214
North Star Asset Management
Wisconsin
$3.71M
SWP
215
Sagespring Wealth Partners
Tennessee
$3.66M
BCM
216
Barden Capital Management
Texas
$3.65M
DE
217
Diversified Enterprises
Delaware
$3.57M
NW
218
NewEdge Wealth
Pennsylvania
$3.57M
C
219
Certuity
Florida
$3.56M
AA
220
Apriem Advisors
California
$3.52M
JGCM
221
Joseph Group Capital Management
Ohio
$3.46M
Truist Financial
222
Truist Financial
North Carolina
$3.45M
ACG
223
Allen Capital Group
Nebraska
$3.37M
AFTS
224
American Financial & Tax Strategies
New York
$3.37M
LIM
225
Leavell Investment Management
Alabama
$3.36M