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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
HCP
626
Hardin Capital Partners
South Carolina
$295K
CIA
627
Cape Investment Advisory
Georgia
$295K
CW
628
Code Waechter
Florida
$295K
FCH
629
Freestone Capital Holdings
Washington
$293K
Russell Investments Group
630
Russell Investments Group
United Kingdom
$292K
CIA
631
Capital Investment Advisors
Georgia
$292K
SC
632
Shearwater Capital
Colorado
$291K
FRA
633
Front Row Advisors
California
$291K
WW
634
Waterfront Wealth
Kansas
$286K
B
635
Bensler
Washington
$285K
FWM
636
Forza Wealth Management
Florida
$284K
CA
637
CWC Advisors
Oregon
$282K
AIA
638
Accelerate Investment Advisors
California
$279K
RWM
639
RBA Wealth Management
California
$277K
BA
640
Bellwether Advisors
Nebraska
$276K
SIA
641
Spectrum Investment Advisors
Wisconsin
$275K
FWI
642
Facet Wealth Inc
Maryland
$275K
MFC
643
Morris Financial Concepts
South Carolina
$274K
CRC
644
Curi RMB Capital
Illinois
$272K
JIC
645
Joel Isaacson & Co
New York
$272K
HWA
646
Hillcrest Wealth Advisors
New Jersey
$270K
AIM
647
Aspen Investment Management
Michigan
$269K
AIM
648
Acropolis Investment Management
Missouri
$268K
BMO
649
Beck Mack & Oliver
New York
$266K
AWA
650
Acorn Wealth Advisors
Michigan
$264K