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Schwab US Large-Cap Value ETF

861 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, 335 increasing their positions, 293 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
861
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
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 +$240M
2 +$67.1M
3 +$50.3M
4
SEI Investments
SEI Investments
Pennsylvania
+$36.8M
5
MG
Mather Group
Illinois
+$31.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
151
Fidelity Investments
Massachusetts
$6.24M
Pathstone Holdings
152
Pathstone Holdings
New Jersey
$6.12M
SAI
153
Savvy Advisors Inc
New York
$6.08M
BCI
154
Brinker Capital Investments
Pennsylvania
$6.07M
CWM
155
Cadence Wealth Management
Massachusetts
$6.06M
PFA
156
Petra Financial Advisors
Colorado
$6.06M
VFS
157
Valpey Financial Services
New Hampshire
$6.04M
GWS
158
Glassman Wealth Services
Virginia
$5.98M
AC
159
Avant Capital
Louisiana
$5.93M
CPA
160
Cathy Pareto & Associates
Florida
$5.9M
CAG
161
Curtis Advisory Group
California
$5.89M
WRPWM
162
Werba Rubin Papier Wealth Management
California
$5.82M
GB
163
Gunma Bank
Japan
$5.81M
CIS
164
Custom Index Systems
New York
$5.77M
SF
165
Summit Financial
New Jersey
$5.75M
PPH
166
Pure Portfolios Holdings
Oregon
$5.74M
FFA
167
Florida Financial Advisors
Florida
$5.57M
SWM
168
SpringVest Wealth Management
Texas
$5.55M
SKK
169
Shepherd Kaplan Krochuk
Massachusetts
$5.52M
MSFS
170
Main Street Financial Solutions
Pennsylvania
$5.47M
OCM
171
One Capital Management
California
$5.42M
LWM
172
Lighthouse Wealth Management
Ohio
$5.39M
CFA
173
Cahill Financial Advisors
Minnesota
$5.39M
GFWA
174
Grey Fox Wealth Advisors
Delaware
$5.29M
LFP
175
Leeward Financial Partners
Washington
$5.21M