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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
BBW
476
Blue Barn Wealth
Utah
$584K
RWP
477
Revolve Wealth Partners
New Jersey
$580K
FWM
478
Fonville Wealth Management
Virginia
$579K
RA
479
Resolute Advisors
California
$579K
GC
480
Gilbert & Cook
Iowa
$575K
IWN
481
Independent Wealth Network
Iowa
$573K
P
482
&Partners
Tennessee
$571K
CFFP
483
Center for Financial Planning
Michigan
$569K
VF
484
Vawter Financial
Ohio
$566K
OWP
485
Obermeyer Wealth Partners
Colorado
$563K
BWA
486
Beam Wealth Advisors
Louisiana
$560K
SA
487
Seneschal Advisors
Washington
$558K
SW
488
SkyOak Wealth
Michigan
$556K
DWT
489
Dorsey & Whitney Trust
South Dakota
$555K
ACI
490
Alpha Cubed Investments
California
$545K
SMA
491
Sage Mountain Advisors
Georgia
$542K
HI
492
Harbour Investments
Wisconsin
$538K
WSFS
493
Wilmington Savings Fund Society
Delaware
$530K
RCM
494
Radnor Capital Management
Pennsylvania
$530K
NP
495
NorthRock Partners
Minnesota
$521K
SFG
496
Sovereign Financial Group
Connecticut
$520K
ZF
497
Zhang Financial
Michigan
$519K
GWSA
498
Global Wealth Strategies & Associates
Colorado
$515K
PGFC
499
Peapack-Gladstone Financial Corp
New Jersey
$512K
WC
500
Waterloo Capital
Texas
$508K