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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
AWA
251
Arkadios Wealth Advisors
Georgia
$2.41M
SWA
252
Stratos Wealth Advisors
Ohio
$2.41M
IWM
253
IHT Wealth Management
Illinois
$2.41M
CA
254
Clearstead Advisors
Ohio
$2.41M
Jones Financial Companies
255
Jones Financial Companies
Missouri
$2.4M
WCM
256
Weaver Capital Management
Georgia
$2.4M
NHT
257
New Hampshire Trust
New Hampshire
$2.37M
PFA
258
Pinnacle Family Advisors
Missouri
$2.36M
EWA
259
EverSource Wealth Advisors
Alabama
$2.34M
PFA
260
Pure Financial Advisors
California
$2.31M
RA
261
Riversedge Advisors
Delaware
$2.3M
WMWM
262
Wilkins Miller Wealth Management
Alabama
$2.29M
MGIA
263
Matthew Goff Investment Advisor
Texas
$2.29M
FWM
264
Fortress Wealth Management
California
$2.27M
YIH
265
Y-Intercept (HK)
Hong Kong
$2.26M
CSP
266
Cary Street Partners
Virginia
$2.25M
RIA
267
Regal Investment Advisors
Michigan
$2.24M
AGC
268
Aspen Grove Capital
Colorado
$2.24M
ECM
269
Elgethun Capital Management
South Dakota
$2.2M
Citadel Advisors
270
Citadel Advisors
Florida
$2.17M
Corient Private Wealth
271
Corient Private Wealth
Florida
$2.16M
ADL
272
Asset Dedication LLC
California
$2.11M
FSG
273
Financial Strategies Group
Michigan
$2.11M
BFG
274
Berger Financial Group
Minnesota
$2.1M
BWM
275
BCS Wealth Management
Tennessee
$2.08M