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Schwab US Large-Cap Value ETF

850 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, 330 increasing their positions, 286 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
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 +$246M
2 +$68.7M
3 +$51.6M
4
SEI Investments
SEI Investments
Pennsylvania
+$37.7M
5
MG
Mather Group
Illinois
+$32.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
376
Diversify Advisory Services
Utah
$1.02M
KA
377
Kovack Advisors
Florida
$1.02M
MOS
378
MGO One Seven
Ohio
$1.02M
WAP
379
Wealthcare Advisory Partners
Pennsylvania
$1.01M
LA
380
LexAurum Advisors
Kansas
$1M
BDFN
381
Bond & Devick Financial Network
Minnesota
$999K
BBHC
382
Brown Brothers Harriman & Co
New York
$996K
HCWM
383
Hidden Cove Wealth Management
Washington
$991K
BIM
384
Bridges Investment Management
Nebraska
$990K
QPWM
385
Quadrant Private Wealth Management
Pennsylvania
$988K
MSWMA
386
Market Street Wealth Management Advisors
Indiana
$988K
VP
387
Verum Partners
North Carolina
$971K
BL
388
BFSG LLC
California
$959K
SWA
389
Sax Wealth Advisors
New Jersey
$958K
PWM
390
Partners Wealth Management
California
$951K
CPIG
391
Chicago Partners Investment Group
Illinois
$951K
AWP
392
Atlas Wealth Partners
Pennsylvania
$948K
ATI
393
ARK & TLK Investments
Oklahoma
$948K
MPWT
394
MassMutual Private Wealth & Trust
Connecticut
$940K
LPAM
395
Lodestar Private Asset Management
California
$930K
ONB
396
Old National Bancorp
Indiana
$926K
CIAS
397
Capital Investment Advisory Services
North Carolina
$925K
Susquehanna International Group
398
Susquehanna International Group
Pennsylvania
$921K
BFA
399
Beaumont Financial Advisors
Massachusetts
$914K
RDWM
400
Red Door Wealth Management
Tennessee
$911K