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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
MIM
776
MTM Investment Management
South Carolina
$60.7K
JFA
777
JNBA Financial Advisors
Minnesota
$60.2K
PFM
778
Phillips Financial Management
Indiana
$59.4K
VWM
779
Vermillion Wealth Management
Minnesota
$58.5K
PC
780
Promus Capital
Illinois
$57.9K
SWM
781
Spire Wealth Management
Virginia
$53.3K
PK
782
Pflug Koory
Nebraska
$51.2K
RFG
783
REAP Financial Group
Texas
$48.1K
KFI
784
Key Financial Inc
Pennsylvania
$47.3K
BCM
785
Blume Capital Management
California
$43.7K
WTC
786
WhitTier Trust Company
Nevada
$43.5K
NG
787
NWK Group
California
$41.2K
CFO
788
CVA Family Office
Colorado
$41K
HWM
789
Horizons Wealth Management
North Carolina
$38.5K
FCT
790
Family Capital Trust
Massachusetts
$37.8K
MSFP
791
Mark Sheptoff Financial Planning
Connecticut
$37.1K
AWM
792
Abound Wealth Management
Tennessee
$36.4K
T
793
Tidemark
California
$34.9K
ME
794
McIlrath & Eck
Washington
$34.8K
FCT
795
First Community Trust
Iowa
$34.6K
JHCP
796
Jackson Hole Capital Partners
Oklahoma
$34.1K
RDFA
797
Ritter Daniher Financial Advisory
Ohio
$32.3K
DI
798
DAGCO Inc
Ohio
$30.3K
NEWAS
799
N.E.W. Advisory Services
Wisconsin
$29.6K
HCM
800
Hollencrest Capital Management
California
$29K