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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
SAG
526
SageView Advisory Group
California
$443K
FA
527
Fountainhead AM
New Jersey
$442K
PGAM
528
Princeton Global Asset Management
New Jersey
$440K
WP
529
Wealthspan Partners
Iowa
$440K
VCP
530
Vista Capital Partners
Oregon
$439K
AWM
531
Accurate Wealth Management
Florida
$439K
RIM
532
Rockbridge Investment Management
New York
$437K
CIA
533
Cascade Investment Advisors
Oregon
$434K
SPWM
534
Schrum Private Wealth Management
Florida
$434K
CFD
535
Creative Financial Designs
Indiana
$433K
LWM
536
Lakeridge Wealth Management
Ohio
$431K
Citigroup
537
Citigroup
New York
$429K
AWM
538
Avior Wealth Management
Nebraska
$424K
KLI
539
Kelman-Lazarov Inc
Tennessee
$424K
GWA
540
Geometric Wealth Advisors
District of Columbia
$418K
DIS
541
Diversified Investment Strategies
Louisiana
$416K
SIA
542
SGL Investment Advisors
Montana
$414K
BWM
543
Brickley Wealth Management
California
$410K
KWM
544
Kingsview Wealth Management
Oregon
$410K
Natixis Advisors
545
Natixis Advisors
Massachusetts
$409K
SC
546
Schoolcraft Capital
Colorado
$408K
SSW
547
Stone Summit Wealth
Florida
$408K
TLA
548
Tanglewood Legacy Advisors
Texas
$406K
IFPL
549
Investments & Financial Planning LLC
Kentucky
$404K
USCWA
550
U.S. Capital Wealth Advisors
Texas
$403K