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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
Susquehanna International Group
401
Susquehanna International Group
Pennsylvania
$921K
BFA
402
Beaumont Financial Advisors
Massachusetts
$914K
RDWM
403
Red Door Wealth Management
Tennessee
$911K
S
404
Sachetta
Massachusetts
$902K
NAS
405
NWF Advisory Services
California
$895K
AF
406
Advisornet Financial
Minnesota
$889K
WA
407
WBH Advisory
Maryland
$886K
WI
408
Westbourne Investments
Virginia
$886K
CWA
409
CM Wealth Advisors
Ohio
$875K
DADC
410
D.A. Davidson & Co
Montana
$868K
PCWA
411
Pacific Capital Wealth Advisors
California
$865K
JIC
412
Johnson Investment Counsel
Ohio
$855K
HBW
413
Hazlett, Burt & Watson
West Virginia
$853K
KFA
414
Kelleher Financial Advisors
New York
$851K
SA
415
Sovran Advisors
California
$847K
MAM
416
Marquette Asset Management
Minnesota
$837K
BWP
417
Bernardo Wealth Planning
Pennsylvania
$837K
IF
418
Ironwood Financial
Arizona
$836K
GT
419
Greenleaf Trust
Michigan
$834K
SPIA
420
Steward Partners Investment Advisory
New York
$825K
BFS
421
Burkett Financial Services
South Carolina
$821K
WA
422
WPG Advisers
Maryland
$818K
SCA
423
Stonebridge Capital Advisors
Minnesota
$817K
PFGIA
424
Patriot Financial Group Insurance Agency
Massachusetts
$813K
KCM
425
Kathmere Capital Management
Pennsylvania
$812K