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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
CI
26
CX Institutional
Indiana
$55M
ETC
27
Exchange Traded Concepts
Oklahoma
$53.2M
Bank of America
28
Bank of America
North Carolina
$53.1M
FPAS
29
Focus Partners Advisor Solutions
Missouri
$51.8M
UCFA
30
United Capital Financial Advisors
Texas
$49.2M
SWRP
31
Summit Wealth & Retirement Planning
California
$48.5M
GG
32
GenWealth Group
New Jersey
$45M
Ameriprise
33
Ameriprise
Minnesota
$43.9M
BMWS
34
Brady Martz Wealth Solutions
North Dakota
$39.3M
HWM
35
HRC Wealth Management
Idaho
$37.6M
BDF
36
Black Diamond Financial
Maryland
$37.1M
DB
37
Dravo Bay
Delaware
$35.8M
XF
38
XML Financial
Maryland
$35.5M
MFG
39
MidWestOne Financial Group
Iowa
$33.5M
BPA
40
Beacon Pointe Advisors
California
$33.5M
BA
41
Ballast Advisors
Minnesota
$33.5M
Envestnet Portfolio Solutions
42
Envestnet Portfolio Solutions
Illinois
$33.4M
NCMW
43
Northern Capital Management (Washington)
Washington
$33.2M
VC
44
Veery Capital
Delaware
$33M
FWP
45
FAS Wealth Partners
Kansas
$32.6M
JP Morgan Chase
46
JP Morgan Chase
New York
$32.4M
SAM
47
Summit Asset Management
Tennessee
$32.4M
DW
48
Dodds Wealth
Colorado
$32M
MFGP
49
Marshall Financial Group (Pennsylvania)
Pennsylvania
$31.5M
OIA
50
OneDigital Investment Advisors
Kansas
$31.5M