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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
ACA
101
Ackerman Capital Advisors
Texas
$12.1M
SAMC
102
Spectrum Asset Management (California)
California
$12M
FFA
103
Farther Finance Advisors
California
$11.6M
RWP
104
RWA Wealth Partners
Massachusetts
$11.6M
GCP
105
Gill Capital Partners
Colorado
$11.4M
DPI
106
Diversified Portfolios Inc
Michigan
$11.3M
EWM
107
Empirical Wealth Management
Washington
$11.3M
JJBC
108
James J. Burns & Company
New York
$11.2M
IAN
109
Integrated Advisors Network
Texas
$11M
EE
110
EWG Elevate
California
$10.2M
WP
111
WealthShield Partners
North Carolina
$10.1M
Mercer Global Advisors
112
Mercer Global Advisors
Colorado
$10.1M
OWM
113
Opes Wealth Management
California
$10M
BCIM
114
Bishop & Co Investment Management
Pennsylvania
$9.99M
FA
115
Fiduciary Alliance
South Carolina
$9.76M
HG
116
Harbor Group
New Hampshire
$9.68M
WPIC
117
White Pine Investment Company
Michigan
$9.5M
ISWM
118
Independent Solutions Wealth Management
New York
$9.23M
TWP
119
Total Wealth Planning
Ohio
$9.02M
MBI
120
May Barnhard Investments
Maryland
$8.92M
MMHP
121
Murphy Middleton Hinkle & Parker
Georgia
$8.91M
WAM
122
Weinberger Asset Management
California
$8.59M
SDWMA
123
Schneider Downs Wealth Management Advisors
Pennsylvania
$8.54M
HSA
124
HBK Sorce Advisory
Pennsylvania
$8.45M
GPFA
125
Game Plan Financial Advisors
Ohio
$8.36M