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Schwab US Large-Cap Value ETF

861 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, 335 increasing their positions, 293 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
861
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
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
AA
476
Alesco Advisors
New York
$628K
MGWM
477
Marks Group Wealth Management
Minnesota
$628K
HWA
478
HMV Wealth Advisors
Louisiana
$627K
GVAG
479
Great Valley Advisor Group
Delaware
$626K
SWM
480
Stark Wealth Management
Pennsylvania
$617K
MC
481
McCarthy & Cox
Ohio
$604K
CIR
482
Clear Investment Research
Georgia
$594K
BBW
483
Blue Barn Wealth
Utah
$584K
RWP
484
Revolve Wealth Partners
New Jersey
$580K
FWM
485
Fonville Wealth Management
Virginia
$579K
RA
486
Resolute Advisors
California
$579K
GC
487
Gilbert & Cook
Iowa
$575K
IWN
488
Independent Wealth Network
Iowa
$573K
P
489
&Partners
Tennessee
$571K
CFFP
490
Center for Financial Planning
Michigan
$569K
VF
491
Vawter Financial
Ohio
$566K
OWP
492
Obermeyer Wealth Partners
Colorado
$563K
BWA
493
Beam Wealth Advisors
Louisiana
$560K
SA
494
Seneschal Advisors
Washington
$558K
SW
495
SkyOak Wealth
Michigan
$556K
DWT
496
Dorsey & Whitney Trust
South Dakota
$555K
ACI
497
Alpha Cubed Investments
California
$545K
SMA
498
Sage Mountain Advisors
Georgia
$542K
HI
499
Harbour Investments
Wisconsin
$538K
RCM
500
Radnor Capital Management
Pennsylvania
$530K