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Schwab US Large-Cap Value ETF

859 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, 333 increasing their positions, 293 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
859
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 +$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
TA
376
Tactive Advisors
Florida
$1.03M
CWM
377
Chesapeake Wealth Management
Virginia
$1.03M
DAS
378
Diversify Advisory Services
Utah
$1.02M
KA
379
Kovack Advisors
Florida
$1.02M
MOS
380
MGO One Seven
Ohio
$1.02M
PVI
381
Pine Valley Investments
New Jersey
$1.01M
WAP
382
Wealthcare Advisory Partners
Pennsylvania
$1.01M
LA
383
LexAurum Advisors
Kansas
$1M
BDFN
384
Bond & Devick Financial Network
Minnesota
$999K
BBHC
385
Brown Brothers Harriman & Co
New York
$996K
HCWM
386
Hidden Cove Wealth Management
Washington
$991K
BIM
387
Bridges Investment Management
Nebraska
$990K
QPWM
388
Quadrant Private Wealth Management
Pennsylvania
$988K
MSWMA
389
Market Street Wealth Management Advisors
Indiana
$988K
VP
390
Verum Partners
North Carolina
$971K
BL
391
BFSG LLC
California
$959K
SWA
392
Sax Wealth Advisors
New Jersey
$958K
PWM
393
Partners Wealth Management
California
$951K
CPIG
394
Chicago Partners Investment Group
Illinois
$951K
AWP
395
Atlas Wealth Partners
Pennsylvania
$948K
ATI
396
ARK & TLK Investments
Oklahoma
$948K
MPWT
397
MassMutual Private Wealth & Trust
Connecticut
$940K
LPAM
398
Lodestar Private Asset Management
California
$930K
ONB
399
Old National Bancorp
Indiana
$926K
CIAS
400
Capital Investment Advisory Services
North Carolina
$925K