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Schwab US Large-Cap Value ETF

850 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, 330 increasing their positions, 286 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
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

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
Name Holding Trade Value Shares
Change
Change in
Stake
VT
226
Vise Technologies
New York
$3.12M
ATWA
227
Arbor Trust Wealth Advisors
Michigan
$3.05M
ASN
228
Advisory Services Network
Georgia
$3.04M
WIC
229
Woodmont Investment Counsel
Tennessee
$3.03M
ACG
230
Allen Capital Group
Nebraska
$3.03M
CAG
231
Compass Advisory Group
New York
$3.02M
HWM
232
HB Wealth Management
Georgia
$2.99M
CL
233
Choreo LLC
Illinois
$2.99M
ZRP
234
Zynergy Retirement Planning
New Jersey
$2.97M
MWM
235
Mission Wealth Management
California
$2.94M
Lido Advisors
236
Lido Advisors
California
$2.87M
UW
237
Unique Wealth
Florida
$2.85M
SCM
238
Saxony Capital Management
Missouri
$2.83M
SF
239
Schaeffer Financial
Maryland
$2.82M
MMCM
240
Murphy & Mullick Capital Management
New York
$2.78M
DE
241
Diversified Enterprises
Delaware
$2.75M
NW
242
NewEdge Wealth
Pennsylvania
$2.73M
MAG
243
M3 Advisory Group
Massachusetts
$2.71M
AWM
244
AE Wealth Management
Kansas
$2.63M
BFM
245
Broadview Financial Management
Wisconsin
$2.63M
EW
246
Evoke Wealth
California
$2.57M
CFGA
247
Cambridge Financial Group (Arizona)
Arizona
$2.56M
FA
248
Fagan Associates
New York
$2.52M
GRP
249
Global Retirement Partners
California
$2.49M
CIA
250
Concurrent Investment Advisors
Florida
$2.46M