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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
CAM
501
Carret Asset Management
New York
$508K
RPGNY
502
Retirement Planning Group (New York)
New York
$508K
RA
503
RFG Advisory
Alabama
$507K
CWP
504
Cyndeo Wealth Partners
Florida
$506K
GA
505
Goldstein Advisors
Wisconsin
$504K
AIS
506
American Investment Services
Massachusetts
$504K
TAP
507
Tounjian Advisory Partners
Florida
$499K
HWA
508
Heritage Wealth Architects
Minnesota
$499K
LIA
509
Lynx Investment Advisory
District of Columbia
$497K
SFWC
510
Strategic Family Wealth Counselors
New Jersey
$496K
WFA
511
WMG Financial Advisors
Tennessee
$495K
WPC
512
Wedmont Private Capital
Pennsylvania
$492K
APG
513
Abacus Planning Group
South Carolina
$490K
WPA
514
Wealth Preservation Advisors
Tennessee
$487K
OC
515
Oarsman Capital
Wisconsin
$477K
BTI
516
Blue Trust Inc
Georgia
$477K
PC
517
Payne Capital
Oregon
$474K
CBA
518
Coastal Bridge Advisors
Connecticut
$473K
SSWM
519
Smith Salley Wealth Management
North Carolina
$468K
DWP
520
Daymark Wealth Partners
Ohio
$466K
JPLA
521
Joseph P. Lucia & Associates
New York
$464K
CAL
522
Capital Analysts LLC
Pennsylvania
$463K
TCM
523
TruNorth Capital Management
Michigan
$462K
SWM
524
Schwallier Wealth Management
Michigan
$460K
CIBC Private Wealth Group
525
CIBC Private Wealth Group
Georgia
$460K