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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
JIC
651
Joel Isaacson & Co
New York
$272K
HWA
652
Hillcrest Wealth Advisors
New Jersey
$270K
AIM
653
Aspen Investment Management
Michigan
$269K
AIM
654
Acropolis Investment Management
Missouri
$268K
BMO
655
Beck Mack & Oliver
New York
$266K
AWA
656
Acorn Wealth Advisors
Michigan
$264K
DFA
657
DHJJ Financial Advisors
Illinois
$263K
CWP
658
Clark Wealth Partners
Illinois
$263K
HIF
659
Hill Island Financial
Michigan
$262K
IWP
660
IAG Wealth Partners
Wisconsin
$262K
CWM
661
CCG Wealth Management
California
$260K
GAA
662
Guardian Asset Advisors
Pennsylvania
$259K
SP
663
Stonebrook Private
Michigan
$258K
SNBOSD
664
Security National Bank of So Dak
Iowa
$256K
DT
665
Diversified Trust
Tennessee
$253K
TWM
666
TCFG Wealth Management
California
$252K
ZIC
667
ZWJ Investment Counsel
Georgia
$252K
AWM
668
Aprio Wealth Management
Georgia
$251K
BLFG
669
Brian Low Financial Group
Louisiana
$248K
MC
670
Matisse Capital
Oregon
$248K
WHCFA
671
William Howard & Co Financial Advisors
Tennessee
$245K
OAM
672
Oppenheimer Asset Management
New York
$244K
PAS
673
Parsonex Advisory Services
Colorado
$244K
FWM
674
Focused Wealth Management
New York
$242K
LFS
675
Lutz Financial Services
Nebraska
$241K