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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
Corient Private Wealth
276
Corient Private Wealth
Florida
$2.16M
ADL
277
Asset Dedication LLC
California
$2.11M
FSG
278
Financial Strategies Group
Michigan
$2.11M
BFG
279
Berger Financial Group
Minnesota
$2.1M
BWM
280
BCS Wealth Management
Tennessee
$2.08M
CW
281
CreativeOne Wealth
Kansas
$2.08M
DSC
282
Duncker Streett & Co
Missouri
$2.07M
C
283
Certuity
Florida
$2.04M
M
284
MYeCFO
California
$2.01M
BL
285
BCWM LLC
Kansas
$1.99M
BFG
286
Bleakley Financial Group
New Jersey
$1.98M
IC
287
IEQ Capital
California
$1.96M
EA
288
Emerald Advisors
Washington
$1.95M
LAIC
289
Lederer & Associates Investment Counsel
California
$1.94M
RPGK
290
Retirement Planning Group (Kansas)
Kansas
$1.93M
IA
291
IFP Advisors
Florida
$1.87M
RWM
292
Ritholtz Wealth Management
New York
$1.85M
MMA
293
Miracle Mile Advisors
California
$1.84M
MFT
294
Moisand Fitzgerald Tamayo
Florida
$1.82M
AWM
295
Apollon Wealth Management
South Carolina
$1.79M
SA
296
Stewardship Advisors
Pennsylvania
$1.78M
Janney Montgomery Scott
297
Janney Montgomery Scott
Pennsylvania
$1.75M
AIM
298
Avity Investment Management
Connecticut
$1.75M
AT
299
American Trust
Kentucky
$1.73M
BIA
300
Bigelow Investment Advisors
Maine
$1.72M