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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
WSFS
501
Wilmington Savings Fund Society
Delaware
$530K
NP
502
NorthRock Partners
Minnesota
$521K
SFG
503
Sovereign Financial Group
Connecticut
$520K
ZF
504
Zhang Financial
Michigan
$519K
GWSA
505
Global Wealth Strategies & Associates
Colorado
$515K
PGFC
506
Peapack-Gladstone Financial Corp
New Jersey
$512K
WC
507
Waterloo Capital
Texas
$508K
CAM
508
Carret Asset Management
New York
$508K
RPGNY
509
Retirement Planning Group (New York)
New York
$508K
RA
510
RFG Advisory
Alabama
$507K
CWP
511
Cyndeo Wealth Partners
Florida
$506K
GA
512
Goldstein Advisors
Wisconsin
$504K
AIS
513
American Investment Services
Massachusetts
$504K
TAP
514
Tounjian Advisory Partners
Florida
$499K
HWA
515
Heritage Wealth Architects
Minnesota
$499K
LIA
516
Lynx Investment Advisory
District of Columbia
$497K
SFWC
517
Strategic Family Wealth Counselors
New Jersey
$496K
WFA
518
WMG Financial Advisors
Tennessee
$495K
WPC
519
Wedmont Private Capital
Pennsylvania
$492K
APG
520
Abacus Planning Group
South Carolina
$490K
WPA
521
Wealth Preservation Advisors
Tennessee
$487K
OC
522
Oarsman Capital
Wisconsin
$477K
BTI
523
Blue Trust Inc
Georgia
$477K
PC
524
Payne Capital
Oregon
$474K
CBA
525
Coastal Bridge Advisors
Connecticut
$473K