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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
TAP
501
Tounjian Advisory Partners
Florida
$499K
HWA
502
Heritage Wealth Architects
Minnesota
$499K
LIA
503
Lynx Investment Advisory
District of Columbia
$497K
SFWC
504
Strategic Family Wealth Counselors
New Jersey
$496K
WFA
505
WMG Financial Advisors
Tennessee
$495K
WPC
506
Wedmont Private Capital
Pennsylvania
$492K
APG
507
Abacus Planning Group
South Carolina
$490K
WPA
508
Wealth Preservation Advisors
Tennessee
$487K
OC
509
Oarsman Capital
Wisconsin
$477K
BTI
510
Blue Trust Inc
Georgia
$477K
PC
511
Payne Capital
Oregon
$474K
CBA
512
Coastal Bridge Advisors
Connecticut
$473K
SSWM
513
Smith Salley Wealth Management
North Carolina
$468K
DWP
514
Daymark Wealth Partners
Ohio
$466K
JPLA
515
Joseph P. Lucia & Associates
New York
$464K
CAL
516
Capital Analysts LLC
Pennsylvania
$463K
TCM
517
TruNorth Capital Management
Michigan
$462K
SWM
518
Schwallier Wealth Management
Michigan
$460K
CIBC Private Wealth Group
519
CIBC Private Wealth Group
Georgia
$460K
BW
520
Basepoint Wealth
Iowa
$459K
TF
521
Theory Financial
Colorado
$456K
SIA
522
Soltis Investment Advisors
Utah
$455K
PIN
523
Prudent Investors Network
California
$452K
VH
524
Visionary Horizons
Tennessee
$451K
SPA
525
Sentinel Pension Advisors
Massachusetts
$443K