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Schwab US Large-Cap Value ETF

841 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, 328 increasing their positions, 280 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
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

Top Sellers

1 -$27.7M
2 -$20.5M
3 -$15.5M
4
BHB
Bank Hapoalim BM
Israel
-$13.4M
5
RF
rebel Financial
Ohio
-$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
451
Pinion Investment Advisors
Kansas
$676K
SAM
452
Smartleaf Asset Management
Massachusetts
$675K
WMG
453
WESCAP Management Group
California
$674K
PL
454
Plancorp LLC
Missouri
$673K
LSIA
455
LaSalle St. Investment Advisors
Illinois
$666K
MWM
456
Modern Wealth Management
Kansas
$653K
RMC
457
Ring Mountain Capital
California
$652K
BlackRock
458
BlackRock
New York
$647K
CTC
459
Central Trust Company
Missouri
$642K
LWM
460
LongView Wealth Management
Georgia
$638K
GG
461
Greenwood Gearhart
Arkansas
$636K
UFA
462
Uptown Financial Advisors
Texas
$636K
MIA
463
Milestone Investment Advisors
Wisconsin
$634K
AA
464
Alesco Advisors
New York
$628K
MGWM
465
Marks Group Wealth Management
Minnesota
$628K
HWA
466
HMV Wealth Advisors
Louisiana
$627K
GVAG
467
Great Valley Advisor Group
Delaware
$626K
MC
468
McCarthy & Cox
Ohio
$604K
CIR
469
Clear Investment Research
Georgia
$594K
BBW
470
Blue Barn Wealth
Utah
$584K
RWP
471
Revolve Wealth Partners
New Jersey
$580K
FWM
472
Fonville Wealth Management
Virginia
$579K
RA
473
Resolute Advisors
California
$579K
GC
474
Gilbert & Cook
Iowa
$575K
IWN
475
Independent Wealth Network
Iowa
$573K