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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
TIM
251
Tortoise Investment Management
New York
$2.45M
VFIC
252
Valley Forge Investment Consultants
Pennsylvania
$2.45M
AC
253
Apella Capital
Connecticut
$2.45M
AWA
254
Arkadios Wealth Advisors
Georgia
$2.41M
SWA
255
Stratos Wealth Advisors
Ohio
$2.41M
IWM
256
IHT Wealth Management
Illinois
$2.41M
CA
257
Clearstead Advisors
Ohio
$2.41M
Jones Financial Companies
258
Jones Financial Companies
Missouri
$2.4M
WCM
259
Weaver Capital Management
Georgia
$2.4M
NHT
260
New Hampshire Trust
New Hampshire
$2.37M
PFA
261
Pinnacle Family Advisors
Missouri
$2.36M
EWA
262
EverSource Wealth Advisors
Alabama
$2.34M
PFA
263
Pure Financial Advisors
California
$2.31M
RA
264
Riversedge Advisors
Delaware
$2.3M
WMWM
265
Wilkins Miller Wealth Management
Alabama
$2.29M
MGIA
266
Matthew Goff Investment Advisor
Texas
$2.29M
FWM
267
Fortress Wealth Management
California
$2.27M
YIH
268
Y-Intercept (HK)
Hong Kong
$2.26M
CSP
269
Cary Street Partners
Virginia
$2.25M
RIA
270
Regal Investment Advisors
Michigan
$2.24M
AGC
271
Aspen Grove Capital
Colorado
$2.24M
ECM
272
Elgethun Capital Management
South Dakota
$2.2M
Citadel Advisors
273
Citadel Advisors
Florida
$2.17M
Corient Private Wealth
274
Corient Private Wealth
Florida
$2.16M
ADL
275
Asset Dedication LLC
California
$2.11M