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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
VCWA
351
Vanguard Capital Wealth Advisors
Colorado
$1.24M
AWMS
352
Advocacy Wealth Management Services
Georgia
$1.24M
Koshinski Asset Management
353
Koshinski Asset Management
Illinois
$1.23M
SA
354
Sanctuary Advisors
Indiana
$1.21M
William Blair & Company
355
William Blair & Company
Illinois
$1.21M
NRI
356
NFP Retirement Inc
California
$1.19M
HTC
357
Haverford Trust Company
Pennsylvania
$1.19M
Kovitz Investment Group Partners
358
Kovitz Investment Group Partners
Illinois
$1.18M
QCM
359
Quantinno Capital Management
New York
$1.18M
CCC
360
Compass Capital Corp
Massachusetts
$1.18M
KC
361
Knuff & Co
California
$1.18M
PAG
362
Private Advisor Group
New Jersey
$1.18M
GWM
363
Geneos Wealth Management
Colorado
$1.16M
FCB
364
First County Bank
Connecticut
$1.16M
SWP
365
Strategic Wealth Partners
Ohio
$1.15M
LFG
366
Larson Financial Group
Missouri
$1.15M
JF
367
Joule Financial
Kentucky
$1.13M
CAAM
368
Cornerstone Advisors Asset Management
Pennsylvania
$1.12M
AIM
369
Athena Investment Management
California
$1.12M
HI
370
Hoey Investments
Pennsylvania
$1.11M
SG
371
StoneX Group
New York
$1.09M
BEI
372
Benjamin Edwards Inc
Missouri
$1.08M
NL
373
NWAM LLC
Washington
$1.07M
AFP
374
Ausdal Financial Partners
Iowa
$1.07M
FIA
375
Foundations Investment Advisors
Arizona
$1.06M