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Schwab US Large-Cap Value ETF

917 hedge funds and large institutions have $10.5B invested in Schwab US Large-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 345 increasing their positions, 285 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
74
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
51
OneDigital Investment Advisors
Kansas
$30.8M
GIA
52
GHP Investment Advisors
Colorado
$29.8M
MCM
53
MAI Capital Management
Ohio
$29.8M
WIA
54
World Investment Advisors
California
$29M
AIA
55
Ally Invest Advisors
North Carolina
$28.2M
Cerity Partners
56
Cerity Partners
New York
$28M
TWM
57
Tradition Wealth Management
Minnesota
$27.7M
Wells Fargo
58
Wells Fargo
California
$26M
GRP
59
Global Retirement Partners
California
$25.9M
PA
60
Persium Advisors
Georgia
$25M
Raymond James Financial
61
Raymond James Financial
Florida
$24.9M
MFG
62
Merit Financial Group
Georgia
$23.8M
SFG
63
Sage Financial Group
Pennsylvania
$23.1M
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$22.9M
MWP
65
Meriwether Wealth & Planning
Louisiana
$22.6M
NFW
66
Noble Family Wealth
Florida
$21.6M
FFN
67
Focus Financial Network
Minnesota
$21.2M
PCIA
68
Prime Capital Investment Advisors
Kansas
$21M
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$20.8M
UWM
70
USAdvisors Wealth Management
Minnesota
$20.7M
CCWA
71
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$20.7M
EFG
72
Ethos Financial Group
Pennsylvania
$20.2M
KNFPWM
73
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$20.1M
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$19.9M
SFA
75
Seneca Financial Advisors
New York
$19.3M