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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
FSG
276
Financial Strategies Group
Michigan
$2.11M
BFG
277
Berger Financial Group
Minnesota
$2.1M
BWM
278
BCS Wealth Management
Tennessee
$2.08M
CW
279
CreativeOne Wealth
Kansas
$2.08M
DSC
280
Duncker Streett & Co
Missouri
$2.07M
C
281
Certuity
Florida
$2.04M
M
282
MYeCFO
California
$2.01M
BL
283
BCWM LLC
Kansas
$1.99M
BFG
284
Bleakley Financial Group
New Jersey
$1.98M
IC
285
IEQ Capital
California
$1.96M
EA
286
Emerald Advisors
Washington
$1.95M
LAIC
287
Lederer & Associates Investment Counsel
California
$1.94M
RPGK
288
Retirement Planning Group (Kansas)
Kansas
$1.93M
IA
289
IFP Advisors
Florida
$1.87M
RWM
290
Ritholtz Wealth Management
New York
$1.85M
MMA
291
Miracle Mile Advisors
California
$1.84M
MFT
292
Moisand Fitzgerald Tamayo
Florida
$1.82M
AWM
293
Apollon Wealth Management
South Carolina
$1.79M
SA
294
Stewardship Advisors
Pennsylvania
$1.78M
Janney Montgomery Scott
295
Janney Montgomery Scott
Pennsylvania
$1.75M
AIM
296
Avity Investment Management
Connecticut
$1.75M
AT
297
American Trust
Kentucky
$1.73M
BIA
298
Bigelow Investment Advisors
Maine
$1.72M
SCM
299
SCS Capital Management
Massachusetts
$1.72M
PA
300
Parallel Advisors
California
$1.7M