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Schwab US Large-Cap Value ETF

841 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, 328 increasing their positions, 280 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
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

Top Sellers

1 -$27.7M
2 -$20.5M
3 -$15.5M
4
BHB
Bank Hapoalim BM
Israel
-$13.4M
5
RF
rebel Financial
Ohio
-$13.2M
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
MA
80
Mutual Advisors
Nebraska
$17.7M
PWM
81
Perigon Wealth Management
California
$17.5M
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$17.5M
CWA
83
Cornerstone Wealth Advisors
Minnesota
$17.4M
NFG
84
Northeast Financial Group
Pennsylvania
$17.2M
WA
85
Waverly Advisors
Alabama
$17.2M
KAS
86
Kestra Advisory Services
Texas
$17.2M
JC
87
JBGlobal.com
New York
$17.1M
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$16.2M
Raymond James Financial
89
Raymond James Financial
Florida
$16.1M
GSIS
90
Global Strategic Investment Solutions
Arizona
$15.6M
SF
91
Seek First
California
$15.5M
WMWM
92
Whitaker-Myers Wealth Managers
Ohio
$15M
MWA
93
Martel Wealth Advisors
Washington
$14.6M
RF
94
rebel Financial
Ohio
$13.5M
YP
95
YANKCOM Partnership
South Dakota
$13.1M
GB
96
Goepper Burkhardt
South Carolina
$12.6M
BWL
97
Bogart Wealth LLC
Virginia
$12.4M
ACA
98
Ackerman Capital Advisors
Texas
$12.1M
SAMC
99
Spectrum Asset Management (California)
California
$12M
FFA
100
Farther Finance Advisors
California
$11.6M