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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
P
476
&Partners
Tennessee
$571K
CFFP
477
Center for Financial Planning
Michigan
$569K
VF
478
Vawter Financial
Ohio
$566K
OWP
479
Obermeyer Wealth Partners
Colorado
$563K
BWA
480
Beam Wealth Advisors
Louisiana
$560K
SA
481
Seneschal Advisors
Washington
$558K
SW
482
SkyOak Wealth
Michigan
$556K
DWT
483
Dorsey & Whitney Trust
South Dakota
$555K
ACI
484
Alpha Cubed Investments
California
$545K
SMA
485
Sage Mountain Advisors
Georgia
$542K
HI
486
Harbour Investments
Wisconsin
$538K
RCM
487
Radnor Capital Management
Pennsylvania
$530K
WSFS
488
Wilmington Savings Fund Society
Delaware
$530K
NP
489
NorthRock Partners
Minnesota
$521K
SFG
490
Sovereign Financial Group
Connecticut
$520K
ZF
491
Zhang Financial
Michigan
$519K
GWSA
492
Global Wealth Strategies & Associates
Colorado
$515K
PGFC
493
Peapack-Gladstone Financial Corp
New Jersey
$512K
WC
494
Waterloo Capital
Texas
$508K
CAM
495
Carret Asset Management
New York
$508K
RPGNY
496
Retirement Planning Group (New York)
New York
$508K
RA
497
RFG Advisory
Alabama
$507K
CWP
498
Cyndeo Wealth Partners
Florida
$506K
GA
499
Goldstein Advisors
Wisconsin
$504K
AIS
500
American Investment Services
Massachusetts
$504K