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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
BW
526
Basepoint Wealth
Iowa
$459K
TF
527
Theory Financial
Colorado
$456K
SIA
528
Soltis Investment Advisors
Utah
$455K
PIN
529
Prudent Investors Network
California
$452K
VH
530
Visionary Horizons
Tennessee
$451K
SPA
531
Sentinel Pension Advisors
Massachusetts
$443K
SAG
532
SageView Advisory Group
California
$443K
FA
533
Fountainhead AM
New Jersey
$442K
PGAM
534
Princeton Global Asset Management
New Jersey
$440K
WP
535
Wealthspan Partners
Iowa
$440K
VCP
536
Vista Capital Partners
Oregon
$439K
AWM
537
Accurate Wealth Management
Florida
$439K
RIM
538
Rockbridge Investment Management
New York
$437K
CIA
539
Cascade Investment Advisors
Oregon
$434K
SPWM
540
Schrum Private Wealth Management
Florida
$434K
CFD
541
Creative Financial Designs
Indiana
$433K
LWM
542
Lakeridge Wealth Management
Ohio
$431K
Citigroup
543
Citigroup
New York
$429K
AWM
544
Avior Wealth Management
Nebraska
$424K
KLI
545
Kelman-Lazarov Inc
Tennessee
$424K
GWA
546
Geometric Wealth Advisors
District of Columbia
$418K
DIS
547
Diversified Investment Strategies
Louisiana
$416K
SIA
548
SGL Investment Advisors
Montana
$414K
BWM
549
Brickley Wealth Management
California
$410K
KWM
550
Kingsview Wealth Management
Oregon
$410K