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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
BCWM
376
Bartlett & Co Wealth Management
Ohio
$1.06M
VST
377
Van Strum & Towne
California
$1.04M
TA
378
Tactive Advisors
Florida
$1.03M
CWM
379
Chesapeake Wealth Management
Virginia
$1.03M
DAS
380
Diversify Advisory Services
Utah
$1.02M
KA
381
Kovack Advisors
Florida
$1.02M
MOS
382
MGO One Seven
Ohio
$1.02M
PVI
383
Pine Valley Investments
New Jersey
$1.01M
WAP
384
Wealthcare Advisory Partners
Pennsylvania
$1.01M
LA
385
LexAurum Advisors
Kansas
$1M
BDFN
386
Bond & Devick Financial Network
Minnesota
$999K
BBHC
387
Brown Brothers Harriman & Co
New York
$996K
HCWM
388
Hidden Cove Wealth Management
Washington
$991K
BIM
389
Bridges Investment Management
Nebraska
$990K
QPWM
390
Quadrant Private Wealth Management
Pennsylvania
$988K
MSWMA
391
Market Street Wealth Management Advisors
Indiana
$988K
VP
392
Verum Partners
North Carolina
$971K
BL
393
BFSG LLC
California
$959K
SWA
394
Sax Wealth Advisors
New Jersey
$958K
PWM
395
Partners Wealth Management
California
$951K
CPIG
396
Chicago Partners Investment Group
Illinois
$951K
AWP
397
Atlas Wealth Partners
Pennsylvania
$948K
ATI
398
ARK & TLK Investments
Oklahoma
$948K
MPWT
399
MassMutual Private Wealth & Trust
Connecticut
$940K
LPAM
400
Lodestar Private Asset Management
California
$930K