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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
DW
51
Dodds Wealth
Colorado
$31.5M
OIA
52
OneDigital Investment Advisors
Kansas
$30.8M
GIA
53
GHP Investment Advisors
Colorado
$29.8M
MCM
54
MAI Capital Management
Ohio
$29.8M
WIA
55
World Investment Advisors
California
$28.5M
AIA
56
Ally Invest Advisors
North Carolina
$28.2M
Cerity Partners
57
Cerity Partners
New York
$28M
TWM
58
Tradition Wealth Management
Minnesota
$27.7M
Wells Fargo
59
Wells Fargo
California
$26M
GRP
60
Global Retirement Partners
California
$25.9M
PA
61
Persium Advisors
Georgia
$25M
Raymond James Financial
62
Raymond James Financial
Florida
$24.9M
MFG
63
Merit Financial Group
Georgia
$23.8M
SFG
64
Sage Financial Group
Pennsylvania
$23.1M
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$22.9M
MWP
66
Meriwether Wealth & Planning
Louisiana
$22.6M
NFW
67
Noble Family Wealth
Florida
$21.6M
FFN
68
Focus Financial Network
Minnesota
$21.2M
PCIA
69
Prime Capital Investment Advisors
Kansas
$21M
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$20.8M
UWM
71
USAdvisors Wealth Management
Minnesota
$20.7M
CCWA
72
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$20.7M
EFG
73
Ethos Financial Group
Pennsylvania
$20.2M
KNFPWM
74
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$20.1M
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$19.9M