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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
ME
776
McIlrath & Eck
Washington
$34.8K
FCT
777
First Community Trust
Iowa
$34.6K
JHCP
778
Jackson Hole Capital Partners
Oklahoma
$34.1K
RDFA
779
Ritter Daniher Financial Advisory
Ohio
$32.3K
DI
780
DAGCO Inc
Ohio
$30.3K
NEWAS
781
N.E.W. Advisory Services
Wisconsin
$29.6K
HCM
782
Hollencrest Capital Management
California
$29K
DIP
783
DT Investment Partners
Pennsylvania
$26K
JWM
784
JPL Wealth Management
Colorado
$25.8K
DPW
785
DiNuzzo Private Wealth
Pennsylvania
$25.2K
FGAM
786
Financial Gravity Asset Management
Texas
$24.2K
OA
787
Operose Advisors
Wisconsin
$23K
MSG
788
Main Street Group
Virginia
$20.1K
JFGIW
789
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19.7K
TCM
790
Tradewinds Capital Management
Washington
$19.2K
FLFS
791
Family Legacy Financial Solutions
North Carolina
$19K
WCM
792
Winthrop Capital Management
Indiana
$18K
OWP
793
ORG Wealth Partners
Texas
$17.2K
RWM
794
RMG Wealth Management
Wisconsin
$15.9K
FPB
795
First PREMIER Bank
South Dakota
$15K
CWA
796
Carolina Wealth Advisors
South Carolina
$15K
JFG
797
JDM Financial Group
Texas
$14.1K
CCM
798
Cloud Capital Management
Washington
$14K
EWM
799
Evolution Wealth Management
Florida
$13.3K
PS
800
Pinney & Scofield
Massachusetts
$12.9K