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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
FRA
626
Front Row Advisors
California
$291K
WW
627
Waterfront Wealth
Kansas
$286K
B
628
Bensler
Washington
$285K
FWM
629
Forza Wealth Management
Florida
$284K
CA
630
CWC Advisors
Oregon
$282K
AIA
631
Accelerate Investment Advisors
California
$279K
RWM
632
RBA Wealth Management
California
$277K
BA
633
Bellwether Advisors
Nebraska
$276K
SIA
634
Spectrum Investment Advisors
Wisconsin
$275K
FWI
635
Facet Wealth Inc
Maryland
$275K
MFC
636
Morris Financial Concepts
South Carolina
$274K
CRC
637
Curi RMB Capital
Illinois
$272K
JIC
638
Joel Isaacson & Co
New York
$272K
HWA
639
Hillcrest Wealth Advisors
New Jersey
$270K
AIM
640
Aspen Investment Management
Michigan
$269K
AIM
641
Acropolis Investment Management
Missouri
$268K
BMO
642
Beck Mack & Oliver
New York
$266K
AWA
643
Acorn Wealth Advisors
Michigan
$264K
DFA
644
DHJJ Financial Advisors
Illinois
$263K
HIF
645
Hill Island Financial
Michigan
$262K
IWP
646
IAG Wealth Partners
Wisconsin
$262K
CWM
647
CCG Wealth Management
California
$260K
GAA
648
Guardian Asset Advisors
Pennsylvania
$259K
SP
649
Stonebrook Private
Michigan
$258K
SNBOSD
650
Security National Bank of So Dak
Iowa
$256K