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Schwab US Large-Cap Value ETF

859 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, 333 increasing their positions, 293 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
859
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 +$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
PFM
776
Phillips Financial Management
Indiana
$59.4K
VWM
777
Vermillion Wealth Management
Minnesota
$58.5K
PC
778
Promus Capital
Illinois
$57.9K
SWM
779
Spire Wealth Management
Virginia
$53.3K
PK
780
Pflug Koory
Nebraska
$51.2K
RFG
781
REAP Financial Group
Texas
$48.1K
KFI
782
Key Financial Inc
Pennsylvania
$47.3K
BCM
783
Blume Capital Management
California
$43.7K
WTC
784
WhitTier Trust Company
Nevada
$43.5K
NG
785
NWK Group
California
$41.2K
CFO
786
CVA Family Office
Colorado
$41K
HWM
787
Horizons Wealth Management
North Carolina
$38.5K
FCT
788
Family Capital Trust
Massachusetts
$37.8K
MSFP
789
Mark Sheptoff Financial Planning
Connecticut
$37.1K
AWM
790
Abound Wealth Management
Tennessee
$36.4K
T
791
Tidemark
California
$34.9K
ME
792
McIlrath & Eck
Washington
$34.8K
FCT
793
First Community Trust
Iowa
$34.6K
JHCP
794
Jackson Hole Capital Partners
Oklahoma
$34.1K
RDFA
795
Ritter Daniher Financial Advisory
Ohio
$32.3K
DI
796
DAGCO Inc
Ohio
$30.3K
NEWAS
797
N.E.W. Advisory Services
Wisconsin
$29.6K
HCM
798
Hollencrest Capital Management
California
$29K
TAM
799
Tucker Asset Management
Colorado
$28.1K
DIP
800
DT Investment Partners
Pennsylvania
$26K