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Schwab US Large-Cap Value ETF

861 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, 335 increasing their positions, 293 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
861
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
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
MFC
651
Morris Financial Concepts
South Carolina
$274K
CRC
652
Curi RMB Capital
Illinois
$272K
JIC
653
Joel Isaacson & Co
New York
$272K
HWA
654
Hillcrest Wealth Advisors
New Jersey
$270K
AIM
655
Aspen Investment Management
Michigan
$269K
AIM
656
Acropolis Investment Management
Missouri
$268K
BMO
657
Beck Mack & Oliver
New York
$266K
AWA
658
Acorn Wealth Advisors
Michigan
$264K
DFA
659
DHJJ Financial Advisors
Illinois
$263K
CWP
660
Clark Wealth Partners
Illinois
$263K
HIF
661
Hill Island Financial
Michigan
$262K
IWP
662
IAG Wealth Partners
Wisconsin
$262K
CWM
663
CCG Wealth Management
California
$260K
GAA
664
Guardian Asset Advisors
Pennsylvania
$259K
SP
665
Stonebrook Private
Michigan
$258K
SNBOSD
666
Security National Bank of So Dak
Iowa
$256K
DT
667
Diversified Trust
Tennessee
$253K
TWM
668
TCFG Wealth Management
California
$252K
ZIC
669
ZWJ Investment Counsel
Georgia
$252K
AWM
670
Aprio Wealth Management
Georgia
$251K
BLFG
671
Brian Low Financial Group
Louisiana
$248K
MC
672
Matisse Capital
Oregon
$248K
WHCFA
673
William Howard & Co Financial Advisors
Tennessee
$245K
OAM
674
Oppenheimer Asset Management
New York
$244K
PAS
675
Parsonex Advisory Services
Colorado
$244K