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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
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$18.8M
UWM
77
USAdvisors Wealth Management
Minnesota
$18.5M
SFA
78
Seneca Financial Advisors
New York
$18.5M
DP
79
Denver PWM
Colorado
$18.3M
GC
80
Garde Capital
Washington
$17.8M
MA
81
Mutual Advisors
Nebraska
$17.7M
PWM
82
Perigon Wealth Management
California
$17.5M
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$17.5M
CWA
84
Cornerstone Wealth Advisors
Minnesota
$17.4M
NFG
85
Northeast Financial Group
Pennsylvania
$17.2M
WA
86
Waverly Advisors
Alabama
$17.2M
KAS
87
Kestra Advisory Services
Texas
$17.2M
JC
88
JBGlobal.com
New York
$17.1M
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$16.2M
Raymond James Financial
90
Raymond James Financial
Florida
$16.1M
GSIS
91
Global Strategic Investment Solutions
Arizona
$15.6M
SF
92
Seek First
California
$15.5M
WMWM
93
Whitaker-Myers Wealth Managers
Ohio
$15M
PCM
94
Payne Capital Management
New York
$14.8M
MWA
95
Martel Wealth Advisors
Washington
$14.6M
RF
96
rebel Financial
Ohio
$13.5M
YP
97
YANKCOM Partnership
South Dakota
$13.1M
GB
98
Goepper Burkhardt
South Carolina
$12.6M
BWL
99
Bogart Wealth LLC
Virginia
$12.4M
AF
100
Allworth Financial
California
$12.1M