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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
SFG
501
Sovereign Financial Group
Connecticut
$520K
ZF
502
Zhang Financial
Michigan
$519K
GWSA
503
Global Wealth Strategies & Associates
Colorado
$515K
PGFC
504
Peapack-Gladstone Financial Corp
New Jersey
$512K
WC
505
Waterloo Capital
Texas
$508K
CAM
506
Carret Asset Management
New York
$508K
RPGNY
507
Retirement Planning Group (New York)
New York
$508K
RA
508
RFG Advisory
Alabama
$507K
CWP
509
Cyndeo Wealth Partners
Florida
$506K
GA
510
Goldstein Advisors
Wisconsin
$504K
AIS
511
American Investment Services
Massachusetts
$504K
TAP
512
Tounjian Advisory Partners
Florida
$499K
HWA
513
Heritage Wealth Architects
Minnesota
$499K
LIA
514
Lynx Investment Advisory
District of Columbia
$497K
SFWC
515
Strategic Family Wealth Counselors
New Jersey
$496K
WFA
516
WMG Financial Advisors
Tennessee
$495K
WPC
517
Wedmont Private Capital
Pennsylvania
$492K
APG
518
Abacus Planning Group
South Carolina
$490K
WPA
519
Wealth Preservation Advisors
Tennessee
$487K
OC
520
Oarsman Capital
Wisconsin
$477K
BTI
521
Blue Trust Inc
Georgia
$477K
PC
522
Payne Capital
Oregon
$474K
CBA
523
Coastal Bridge Advisors
Connecticut
$473K
SSWM
524
Smith Salley Wealth Management
North Carolina
$468K
DWP
525
Daymark Wealth Partners
Ohio
$466K