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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
S
401
Sachetta
Massachusetts
$902K
NAS
402
NWF Advisory Services
California
$895K
AF
403
Advisornet Financial
Minnesota
$889K
WA
404
WBH Advisory
Maryland
$886K
WI
405
Westbourne Investments
Virginia
$886K
CWA
406
CM Wealth Advisors
Ohio
$875K
DADC
407
D.A. Davidson & Co
Montana
$868K
PCWA
408
Pacific Capital Wealth Advisors
California
$865K
JIC
409
Johnson Investment Counsel
Ohio
$855K
HBW
410
Hazlett, Burt & Watson
West Virginia
$853K
KFA
411
Kelleher Financial Advisors
New York
$851K
SA
412
Sovran Advisors
California
$847K
MAM
413
Marquette Asset Management
Minnesota
$837K
BWP
414
Bernardo Wealth Planning
Pennsylvania
$837K
IF
415
Ironwood Financial
Arizona
$836K
GT
416
Greenleaf Trust
Michigan
$834K
SPIA
417
Steward Partners Investment Advisory
New York
$825K
BFS
418
Burkett Financial Services
South Carolina
$821K
WA
419
WPG Advisers
Maryland
$818K
SCA
420
Stonebridge Capital Advisors
Minnesota
$817K
PFGIA
421
Patriot Financial Group Insurance Agency
Massachusetts
$813K
KCM
422
Kathmere Capital Management
Pennsylvania
$812K
PAS
423
Park Avenue Securities
New York
$810K
SPI
424
Santori & Peters Inc
Pennsylvania
$807K
EA
425
Enclave Advisors
Texas
$803K