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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
OP
826
ORG Partners
Indiana
$9.47K
RJA
827
Ross\Johnson & Associates
Minnesota
$9.23K
AWM
828
Aberdeen Wealth Management
Illinois
$8.73K
CMA
829
Cedar Mountain Advisors
Oregon
$8.7K
AUB
830
Atlantic Union Bankshares
Virginia
$8.44K
CFP
831
Comprehensive Financial Planning
Pennsylvania
$8.38K
PPC
832
Park Place Capital
Alabama
$8.21K
AP
833
Atwood & Palmer
Missouri
$7.86K
LI
834
LRI Investments
Florida
$7.6K
HIA
835
Harbor Investment Advisory
Maryland
$6.55K
HHGA
836
Halbert Hargrove Global Advisors
California
$6.46K
GJIA
837
Glass Jacobson Investment Advisors
Maryland
$5.5K
FDW
838
Fourth Dimension Wealth
Ohio
$4.6K
QC
839
Quent Capital
New York
$4.45K
BAM
840
Bellevue Asset Management
Washington
$4.45K
PWMG
841
Private Wealth Management Group
New Jersey
$3.93K
IW
842
Imprint Wealth
South Carolina
$3.32K
AGWCA
843
Annis Gardner Whiting Capital Advisors
Florida
$2.91K
AIA
844
Armor Investment Advisors
North Carolina
$2.88K
TPCW
845
TD Private Client Wealth
New York
$2.79K
RA
846
Rise Advisors
New York
$2.77K
HPIA
847
Hamilton Point Investment Advisors
North Carolina
$1.75K
NMG
848
New Millennium Group
Utah
$1.75K
CCMW
849
Cypress Capital Management (Wyoming)
Wyoming
$1.31K
HFS
850
Hopwood Financial Services
Virginia
$1.25K