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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
WTC
776
WhitTier Trust Company
Nevada
$43.5K
NG
777
NWK Group
California
$41.2K
CFO
778
CVA Family Office
Colorado
$41K
HWM
779
Horizons Wealth Management
North Carolina
$38.5K
FCT
780
Family Capital Trust
Massachusetts
$37.8K
MSFP
781
Mark Sheptoff Financial Planning
Connecticut
$37.1K
AWM
782
Abound Wealth Management
Tennessee
$36.4K
T
783
Tidemark
California
$34.9K
ME
784
McIlrath & Eck
Washington
$34.8K
FCT
785
First Community Trust
Iowa
$34.6K
JHCP
786
Jackson Hole Capital Partners
Oklahoma
$34.1K
RDFA
787
Ritter Daniher Financial Advisory
Ohio
$32.3K
DI
788
DAGCO Inc
Ohio
$30.3K
NEWAS
789
N.E.W. Advisory Services
Wisconsin
$29.6K
HCM
790
Hollencrest Capital Management
California
$29K
TAM
791
Tucker Asset Management
Colorado
$28.1K
DIP
792
DT Investment Partners
Pennsylvania
$26K
JWM
793
JPL Wealth Management
Colorado
$25.8K
DPW
794
DiNuzzo Private Wealth
Pennsylvania
$25.2K
FGAM
795
Financial Gravity Asset Management
Texas
$24.2K
OA
796
Operose Advisors
Wisconsin
$23K
MSG
797
Main Street Group
Virginia
$20.1K
JFGIW
798
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19.7K
TCM
799
Tradewinds Capital Management
Washington
$19.2K
FLFS
800
Family Legacy Financial Solutions
North Carolina
$19K