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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
DFA
651
DHJJ Financial Advisors
Illinois
$263K
HIF
652
Hill Island Financial
Michigan
$262K
IWP
653
IAG Wealth Partners
Wisconsin
$262K
CWM
654
CCG Wealth Management
California
$260K
GAA
655
Guardian Asset Advisors
Pennsylvania
$259K
SP
656
Stonebrook Private
Michigan
$258K
SNBOSD
657
Security National Bank of So Dak
Iowa
$256K
DT
658
Diversified Trust
Tennessee
$253K
TWM
659
TCFG Wealth Management
California
$252K
ZIC
660
ZWJ Investment Counsel
Georgia
$252K
AWM
661
Aprio Wealth Management
Georgia
$251K
BLFG
662
Brian Low Financial Group
Louisiana
$248K
MC
663
Matisse Capital
Oregon
$248K
WHCFA
664
William Howard & Co Financial Advisors
Tennessee
$245K
OAM
665
Oppenheimer Asset Management
New York
$244K
FWM
666
Focused Wealth Management
New York
$242K
LFS
667
Lutz Financial Services
Nebraska
$241K
TIAA Trust, National Association
668
TIAA Trust, National Association
North Carolina
$240K
HAP
669
Harbor Asset Planning
Massachusetts
$239K
GI
670
GS Investments
Minnesota
$239K
AA
671
Advisory Alpha
Michigan
$238K
CFO
672
Collective Family Office
Pennsylvania
$238K
PWM
673
Penobscot Wealth Management
Maine
$237K
AIM
674
Anchor Investment Management
South Carolina
$237K
AG
675
Advocate Group
Minnesota
$236K