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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
ONB
401
Old National Bancorp
Indiana
$926K
CIAS
402
Capital Investment Advisory Services
North Carolina
$925K
Susquehanna International Group
403
Susquehanna International Group
Pennsylvania
$921K
BFA
404
Beaumont Financial Advisors
Massachusetts
$914K
RDWM
405
Red Door Wealth Management
Tennessee
$911K
S
406
Sachetta
Massachusetts
$902K
NAS
407
NWF Advisory Services
California
$895K
AF
408
Advisornet Financial
Minnesota
$889K
WA
409
WBH Advisory
Maryland
$886K
WI
410
Westbourne Investments
Virginia
$886K
CWA
411
CM Wealth Advisors
Ohio
$875K
DADC
412
D.A. Davidson & Co
Montana
$868K
PCWA
413
Pacific Capital Wealth Advisors
California
$865K
JIC
414
Johnson Investment Counsel
Ohio
$855K
HBW
415
Hazlett, Burt & Watson
West Virginia
$853K
KFA
416
Kelleher Financial Advisors
New York
$851K
SA
417
Sovran Advisors
California
$847K
MAM
418
Marquette Asset Management
Minnesota
$837K
BWP
419
Bernardo Wealth Planning
Pennsylvania
$837K
IF
420
Ironwood Financial
Arizona
$836K
GT
421
Greenleaf Trust
Michigan
$834K
SPIA
422
Steward Partners Investment Advisory
New York
$825K
BFS
423
Burkett Financial Services
South Carolina
$821K
WA
424
WPG Advisers
Maryland
$818K
SCA
425
Stonebridge Capital Advisors
Minnesota
$817K