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Schwab US Large-Cap Value ETF

859 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, 333 increasing their positions, 293 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
859
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 +$240M
2 +$67.1M
3 +$50.3M
4
SEI Investments
SEI Investments
Pennsylvania
+$36.8M
5
MG
Mather Group
Illinois
+$31.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
476
HMV Wealth Advisors
Louisiana
$627K
GVAG
477
Great Valley Advisor Group
Delaware
$626K
SWM
478
Stark Wealth Management
Pennsylvania
$617K
MC
479
McCarthy & Cox
Ohio
$604K
CIR
480
Clear Investment Research
Georgia
$594K
BBW
481
Blue Barn Wealth
Utah
$584K
RWP
482
Revolve Wealth Partners
New Jersey
$580K
FWM
483
Fonville Wealth Management
Virginia
$579K
RA
484
Resolute Advisors
California
$579K
GC
485
Gilbert & Cook
Iowa
$575K
IWN
486
Independent Wealth Network
Iowa
$573K
P
487
&Partners
Tennessee
$571K
CFFP
488
Center for Financial Planning
Michigan
$569K
VF
489
Vawter Financial
Ohio
$566K
OWP
490
Obermeyer Wealth Partners
Colorado
$563K
BWA
491
Beam Wealth Advisors
Louisiana
$560K
SA
492
Seneschal Advisors
Washington
$558K
SW
493
SkyOak Wealth
Michigan
$556K
DWT
494
Dorsey & Whitney Trust
South Dakota
$555K
ACI
495
Alpha Cubed Investments
California
$545K
SMA
496
Sage Mountain Advisors
Georgia
$542K
HI
497
Harbour Investments
Wisconsin
$538K
WSFS
498
Wilmington Savings Fund Society
Delaware
$530K
RCM
499
Radnor Capital Management
Pennsylvania
$530K
NP
500
NorthRock Partners
Minnesota
$521K