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Schwab US Large-Cap Value ETF

861 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, 335 increasing their positions, 293 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
861
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
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 +$240M
2 +$67.1M
3 +$50.3M
4
SEI Investments
SEI Investments
Pennsylvania
+$36.8M
5
MG
Mather Group
Illinois
+$31.6M
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
226
IVC Wealth Advisors
Pennsylvania
$3.13M
VT
227
Vise Technologies
New York
$3.12M
ATWA
228
Arbor Trust Wealth Advisors
Michigan
$3.05M
ASN
229
Advisory Services Network
Georgia
$3.04M
WIC
230
Woodmont Investment Counsel
Tennessee
$3.03M
ACG
231
Allen Capital Group
Nebraska
$3.03M
CAG
232
Compass Advisory Group
New York
$3.02M
HWM
233
HB Wealth Management
Georgia
$2.99M
CL
234
Choreo LLC
Illinois
$2.99M
ZRP
235
Zynergy Retirement Planning
New Jersey
$2.97M
MWM
236
Mission Wealth Management
California
$2.94M
Lido Advisors
237
Lido Advisors
California
$2.87M
UW
238
Unique Wealth
Florida
$2.85M
SCM
239
Saxony Capital Management
Missouri
$2.83M
SF
240
Schaeffer Financial
Maryland
$2.82M
MMCM
241
Murphy & Mullick Capital Management
New York
$2.78M
DE
242
Diversified Enterprises
Delaware
$2.75M
NW
243
NewEdge Wealth
Pennsylvania
$2.73M
MAG
244
M3 Advisory Group
Massachusetts
$2.71M
AWM
245
AE Wealth Management
Kansas
$2.63M
BFM
246
Broadview Financial Management
Wisconsin
$2.63M
EW
247
Evoke Wealth
California
$2.57M
CFGA
248
Cambridge Financial Group (Arizona)
Arizona
$2.56M
FA
249
Fagan Associates
New York
$2.52M
GRP
250
Global Retirement Partners
California
$2.49M