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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
LI
826
LRI Investments
Florida
$7.6K
HIA
827
Harbor Investment Advisory
Maryland
$6.55K
HHGA
828
Halbert Hargrove Global Advisors
California
$6.46K
GJIA
829
Glass Jacobson Investment Advisors
Maryland
$5.5K
FDW
830
Fourth Dimension Wealth
Ohio
$4.6K
QC
831
Quent Capital
New York
$4.45K
BAM
832
Bellevue Asset Management
Washington
$4.45K
PWMG
833
Private Wealth Management Group
New Jersey
$3.93K
IW
834
Imprint Wealth
South Carolina
$3.32K
AGWCA
835
Annis Gardner Whiting Capital Advisors
Florida
$2.91K
AIA
836
Armor Investment Advisors
North Carolina
$2.88K
TPCW
837
TD Private Client Wealth
New York
$2.79K
RA
838
Rise Advisors
New York
$2.77K
NMG
839
New Millennium Group
Utah
$1.75K
HPIA
840
Hamilton Point Investment Advisors
North Carolina
$1.75K
CCMW
841
Cypress Capital Management (Wyoming)
Wyoming
$1.31K
HFS
842
Hopwood Financial Services
Virginia
$1.25K
TCOV
843
Trust Company of Vermont
Vermont
$1.08K
CMP
844
Coston McIsaac & Partners
Maine
$1K
BFPW
845
BOK Financial Private Wealth
Colorado
$874
AWM
846
Activest Wealth Management
Florida
$844
WWM
847
Wolff Wiese Magana
California
$583
GGI
848
Godsey & Gibb Inc
Virginia
$437
IF
849
Integrity Financial
Wyoming
$262
SWA
850
SOA Wealth Advisors
New York
$138