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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
GIA
51
GHP Investment Advisors
Colorado
$29.1M
MCM
52
MAI Capital Management
Ohio
$28.9M
FAN
53
Financial Advisors Network
California
$28.6M
Cerity Partners
54
Cerity Partners
New York
$27.8M
TWM
55
Tradition Wealth Management
Minnesota
$27.4M
AIA
56
Ally Invest Advisors
North Carolina
$27M
MT
57
Midwest Trust
Kansas
$26.8M
MML Investors Services
58
MML Investors Services
Massachusetts
$25M
Wells Fargo
59
Wells Fargo
California
$24.3M
PA
60
Persium Advisors
Georgia
$23.9M
MFG
61
Merit Financial Group
Georgia
$23.7M
Creative Planning
62
Creative Planning
Kansas
$23.1M
SFG
63
Sage Financial Group
Pennsylvania
$22.7M
PCIA
64
Prime Capital Investment Advisors
Kansas
$22.6M
FFN
65
Focus Financial Network
Minnesota
$21.6M
MWP
66
Meriwether Wealth & Planning
Louisiana
$21.4M
NFW
67
Noble Family Wealth
Florida
$21.3M
FCI
68
Financial Counselors Inc
Kansas
$21.3M
CCWA
69
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$21M
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$19.9M
EFG
71
Ethos Financial Group
Pennsylvania
$19.7M
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$19.5M
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$19.1M
LC
74
LCNB Corp
Ohio
$19M
KNFPWM
75
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$18.9M