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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
MCM
451
MidAtlantic Capital Management
Virginia
$701K
FAG
452
Fortitude Advisory Group
Washington
$698K
BFA
453
Blueprint Financial Advisors
North Carolina
$691K
LF
454
Lantz Financial
Illinois
$687K
TYCC
455
Texas Yale Capital Corp
Florida
$683K
SWM
456
Sculati Wealth Management
Michigan
$677K
PIA
457
Pinion Investment Advisors
Kansas
$676K
SAM
458
Smartleaf Asset Management
Massachusetts
$675K
WMG
459
WESCAP Management Group
California
$674K
PL
460
Plancorp LLC
Missouri
$673K
LSIA
461
LaSalle St. Investment Advisors
Illinois
$666K
MWM
462
Modern Wealth Management
Kansas
$653K
RMC
463
Ring Mountain Capital
California
$652K
BlackRock
464
BlackRock
New York
$647K
CTC
465
Central Trust Company
Missouri
$642K
LWM
466
LongView Wealth Management
Georgia
$638K
GG
467
Greenwood Gearhart
Arkansas
$636K
UFA
468
Uptown Financial Advisors
Texas
$636K
MIA
469
Milestone Investment Advisors
Wisconsin
$634K
AA
470
Alesco Advisors
New York
$628K
MGWM
471
Marks Group Wealth Management
Minnesota
$628K
HWA
472
HMV Wealth Advisors
Louisiana
$627K
GVAG
473
Great Valley Advisor Group
Delaware
$626K
MC
474
McCarthy & Cox
Ohio
$604K
CIR
475
Clear Investment Research
Georgia
$594K