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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
LA
601
LWM Advisors
California
$335K
MGW
602
MB Generational Wealth
Washington
$334K
PWMG
603
Prestige Wealth Management Group
New Jersey
$334K
AIA
604
AIMZ Investment Advisors
California
$332K
EAM
605
Evanson Asset Management
California
$329K
FWTB
606
First Western Trust Bank
Colorado
$329K
TPBG
607
Turning Point Benefit Group
Maryland
$329K
FCM
608
Fortis Capital Management
Washington
$328K
TF
609
Tandem Financial
Colorado
$326K
DWM
610
DecisionMap Wealth Management
Virginia
$325K
BFWM
611
Bright Futures Wealth Management
New York
$324K
KA
612
Klingman & Associates
New York
$323K
TGAM
613
TBH Global Asset Management
Tennessee
$322K
SIA
614
SeaBridge Investment Advisors
New Jersey
$321K
CIC
615
Cutler Investment Counsel
Oregon
$317K
PCA
616
Prosperity Capital Advisors
Ohio
$315K
FSWA
617
Financial Synergies Wealth Advisors
Texas
$313K
DI
618
Disciplined Investors
Texas
$309K
MAMG
619
Milestone Asset Management Group
Connecticut
$307K
APA
620
Astoria Portfolio Advisors
New York
$306K
TI
621
Truepoint Inc
Ohio
$302K
JWA
622
JFS Wealth Advisors
Pennsylvania
$301K
RFA
623
Resurgent Financial Advisors
Georgia
$300K
NCM
624
Northwest Capital Management
Oregon
$298K
HCM
625
Hengehold Capital Management
Ohio
$298K