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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
AWE
326
Avidian Wealth Enterprises
Texas
$1.38M
CCWM
327
Cassaday & Co Wealth Management
Virginia
$1.35M
SCM
328
SOL Capital Management
Maryland
$1.35M
ZIM
329
Zacks Investment Management
Illinois
$1.34M
BWM
330
BCGM Wealth Management
Indiana
$1.34M
CP
331
Creekside Partners
California
$1.33M
WANY
332
Wealthspire Advisors (New York)
New York
$1.32M
SWM
333
Seed Wealth Management
Illinois
$1.31M
VFA
334
Valeo Financial Advisors
Indiana
$1.31M
UAG
335
United Advisor Group
Ohio
$1.31M
EH
336
Equitable Holdings
New York
$1.31M
CCM
337
Condor Capital Management
New Jersey
$1.28M
KJWM
338
Kiley Juergens Wealth Management
Washington
$1.28M
KHC
339
Koesten Hirschmann & Crabtree
Kansas
$1.25M
JFG
340
JMG Financial Group
Illinois
$1.25M
NRI
341
NFP Retirement Inc
California
$1.24M
GCA
342
Gradient Capital Advisors
California
$1.24M
IAS
343
IMA Advisory Services
Colorado
$1.24M
VCWA
344
Vanguard Capital Wealth Advisors
Colorado
$1.24M
AWMS
345
Advocacy Wealth Management Services
Georgia
$1.24M
Koshinski Asset Management
346
Koshinski Asset Management
Illinois
$1.23M
William Blair & Company
347
William Blair & Company
Illinois
$1.21M
HTC
348
Haverford Trust Company
Pennsylvania
$1.19M
Kovitz Investment Group Partners
349
Kovitz Investment Group Partners
Illinois
$1.18M
QCM
350
Quantinno Capital Management
New York
$1.18M