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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
CWM
151
Cadence Wealth Management
Massachusetts
$6.06M
PFA
152
Petra Financial Advisors
Colorado
$6.06M
VFS
153
Valpey Financial Services
New Hampshire
$6.04M
GWS
154
Glassman Wealth Services
Virginia
$5.98M
AC
155
Avant Capital
Louisiana
$5.93M
CPA
156
Cathy Pareto & Associates
Florida
$5.9M
CAG
157
Curtis Advisory Group
California
$5.89M
WRPWM
158
Werba Rubin Papier Wealth Management
California
$5.82M
GB
159
Gunma Bank
Japan
$5.81M
CIS
160
Custom Index Systems
New York
$5.77M
SF
161
Summit Financial
New Jersey
$5.75M
PPH
162
Pure Portfolios Holdings
Oregon
$5.74M
FFA
163
Florida Financial Advisors
Florida
$5.57M
SWM
164
SpringVest Wealth Management
Texas
$5.55M
SKK
165
Shepherd Kaplan Krochuk
Massachusetts
$5.52M
MSFS
166
Main Street Financial Solutions
Pennsylvania
$5.47M
OCM
167
One Capital Management
California
$5.42M
LWM
168
Lighthouse Wealth Management
Ohio
$5.39M
CFA
169
Cahill Financial Advisors
Minnesota
$5.39M
GFWA
170
Grey Fox Wealth Advisors
Delaware
$5.29M
LFP
171
Leeward Financial Partners
Washington
$5.21M
CAWM
172
Capital Advisors Wealth Management
Washington
$5.18M
RI
173
Rinkey Investments
California
$5.11M
WIA
174
Westbourne Investment Advisors
Maryland
$5.06M
EFG
175
Embree Financial Group
Illinois
$4.82M