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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
CCC
351
Compass Capital Corp
Massachusetts
$1.18M
KC
352
Knuff & Co
California
$1.18M
PAG
353
Private Advisor Group
New Jersey
$1.18M
GWM
354
Geneos Wealth Management
Colorado
$1.16M
FCB
355
First County Bank
Connecticut
$1.16M
SWP
356
Strategic Wealth Partners
Ohio
$1.15M
LFG
357
Larson Financial Group
Missouri
$1.15M
JF
358
Joule Financial
Kentucky
$1.13M
CAAM
359
Cornerstone Advisors Asset Management
Pennsylvania
$1.12M
AIM
360
Athena Investment Management
California
$1.12M
HI
361
Hoey Investments
Pennsylvania
$1.11M
SG
362
StoneX Group
New York
$1.09M
BEI
363
Benjamin Edwards Inc
Missouri
$1.08M
AFP
364
Ausdal Financial Partners
Iowa
$1.07M
FIA
365
Foundations Investment Advisors
Arizona
$1.06M
BCWM
366
Bartlett & Co Wealth Management
Ohio
$1.06M
VST
367
Van Strum & Towne
California
$1.04M
TA
368
Tactive Advisors
Florida
$1.03M
CWM
369
Chesapeake Wealth Management
Virginia
$1.03M
DAS
370
Diversify Advisory Services
Utah
$1.02M
KA
371
Kovack Advisors
Florida
$1.02M
MOS
372
MGO One Seven
Ohio
$1.02M
WAP
373
Wealthcare Advisory Partners
Pennsylvania
$1.01M
LA
374
LexAurum Advisors
Kansas
$1M
BDFN
375
Bond & Devick Financial Network
Minnesota
$999K