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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
AAM
601
Austin Asset Management
Texas
$342K
ACA
602
Aptus Capital Advisors
Alabama
$341K
CD
603
Chapin Davis
Maryland
$339K
AI
604
Atria Investments
North Carolina
$339K
CF
605
Centaurus Financial
California
$336K
LA
606
LWM Advisors
California
$335K
MGW
607
MB Generational Wealth
Washington
$334K
PWMG
608
Prestige Wealth Management Group
New Jersey
$334K
AIA
609
AIMZ Investment Advisors
California
$332K
EAM
610
Evanson Asset Management
California
$329K
FWTB
611
First Western Trust Bank
Colorado
$329K
TPBG
612
Turning Point Benefit Group
Maryland
$329K
FCM
613
Fortis Capital Management
Washington
$328K
TF
614
Tandem Financial
Colorado
$326K
DWM
615
DecisionMap Wealth Management
Virginia
$325K
BFWM
616
Bright Futures Wealth Management
New York
$324K
KA
617
Klingman & Associates
New York
$323K
TGAM
618
TBH Global Asset Management
Tennessee
$322K
SIA
619
SeaBridge Investment Advisors
New Jersey
$321K
CIC
620
Cutler Investment Counsel
Oregon
$317K
PCA
621
Prosperity Capital Advisors
Ohio
$315K
FSWA
622
Financial Synergies Wealth Advisors
Texas
$313K
DI
623
Disciplined Investors
Texas
$309K
MAMG
624
Milestone Asset Management Group
Connecticut
$307K
APA
625
Astoria Portfolio Advisors
New York
$306K