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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
JPLA
526
Joseph P. Lucia & Associates
New York
$464K
CAL
527
Capital Analysts LLC
Pennsylvania
$463K
TCM
528
TruNorth Capital Management
Michigan
$462K
SWM
529
Schwallier Wealth Management
Michigan
$460K
CIBC Private Wealth Group
530
CIBC Private Wealth Group
Georgia
$460K
BW
531
Basepoint Wealth
Iowa
$459K
TF
532
Theory Financial
Colorado
$456K
SIA
533
Soltis Investment Advisors
Utah
$455K
PIN
534
Prudent Investors Network
California
$452K
VH
535
Visionary Horizons
Tennessee
$451K
SPA
536
Sentinel Pension Advisors
Massachusetts
$443K
SAG
537
SageView Advisory Group
California
$443K
FA
538
Fountainhead AM
New Jersey
$442K
PGAM
539
Princeton Global Asset Management
New Jersey
$440K
WP
540
Wealthspan Partners
Iowa
$440K
VCP
541
Vista Capital Partners
Oregon
$439K
AWM
542
Accurate Wealth Management
Florida
$439K
RIM
543
Rockbridge Investment Management
New York
$437K
CIA
544
Cascade Investment Advisors
Oregon
$434K
SPWM
545
Schrum Private Wealth Management
Florida
$434K
CFD
546
Creative Financial Designs
Indiana
$433K
LWM
547
Lakeridge Wealth Management
Ohio
$431K
Citigroup
548
Citigroup
New York
$429K
AWM
549
Avior Wealth Management
Nebraska
$424K
KLI
550
Kelman-Lazarov Inc
Tennessee
$424K