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Schwab US Large-Cap Value ETF

841 hedge funds and large institutions have $10.2B invested in Schwab US Large-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 328 increasing their positions, 280 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
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 +$246M
2 +$68.7M
3 +$51.6M
4
SEI Investments
SEI Investments
Pennsylvania
+$37.7M
5
MG
Mather Group
Illinois
+$32.4M

Top Sellers

1 -$27.7M
2 -$20.5M
3 -$15.5M
4
BHB
Bank Hapoalim BM
Israel
-$13.4M
5
RF
rebel Financial
Ohio
-$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WIC
226
Woodmont Investment Counsel
Tennessee
$3.03M
ACG
227
Allen Capital Group
Nebraska
$3.03M
CAG
228
Compass Advisory Group
New York
$3.02M
HWM
229
HB Wealth Management
Georgia
$2.99M
CL
230
Choreo LLC
Illinois
$2.99M
ZRP
231
Zynergy Retirement Planning
New Jersey
$2.97M
MWM
232
Mission Wealth Management
California
$2.94M
Lido Advisors
233
Lido Advisors
California
$2.87M
UW
234
Unique Wealth
Florida
$2.85M
SCM
235
Saxony Capital Management
Missouri
$2.83M
SF
236
Schaeffer Financial
Maryland
$2.82M
MMCM
237
Murphy & Mullick Capital Management
New York
$2.78M
DE
238
Diversified Enterprises
Delaware
$2.75M
NW
239
NewEdge Wealth
Pennsylvania
$2.73M
MAG
240
M3 Advisory Group
Massachusetts
$2.71M
AWM
241
AE Wealth Management
Kansas
$2.63M
BFM
242
Broadview Financial Management
Wisconsin
$2.63M
EW
243
Evoke Wealth
California
$2.57M
CFGA
244
Cambridge Financial Group (Arizona)
Arizona
$2.56M
FA
245
Fagan Associates
New York
$2.52M
GRP
246
Global Retirement Partners
California
$2.49M
CIA
247
Concurrent Investment Advisors
Florida
$2.46M
TIM
248
Tortoise Investment Management
New York
$2.45M
VFIC
249
Valley Forge Investment Consultants
Pennsylvania
$2.45M
AC
250
Apella Capital
Connecticut
$2.45M