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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
Pathstone Holdings
151
Pathstone Holdings
New Jersey
$6.12M
SAI
152
Savvy Advisors Inc
New York
$6.08M
BCI
153
Brinker Capital Investments
Pennsylvania
$6.07M
CWM
154
Cadence Wealth Management
Massachusetts
$6.06M
PFA
155
Petra Financial Advisors
Colorado
$6.06M
VFS
156
Valpey Financial Services
New Hampshire
$6.04M
GWS
157
Glassman Wealth Services
Virginia
$5.98M
AC
158
Avant Capital
Louisiana
$5.93M
CPA
159
Cathy Pareto & Associates
Florida
$5.9M
CAG
160
Curtis Advisory Group
California
$5.89M
WRPWM
161
Werba Rubin Papier Wealth Management
California
$5.82M
GB
162
Gunma Bank
Japan
$5.81M
CIS
163
Custom Index Systems
New York
$5.77M
SF
164
Summit Financial
New Jersey
$5.75M
PPH
165
Pure Portfolios Holdings
Oregon
$5.74M
FFA
166
Florida Financial Advisors
Florida
$5.57M
SWM
167
SpringVest Wealth Management
Texas
$5.55M
SKK
168
Shepherd Kaplan Krochuk
Massachusetts
$5.52M
MSFS
169
Main Street Financial Solutions
Pennsylvania
$5.47M
OCM
170
One Capital Management
California
$5.42M
LWM
171
Lighthouse Wealth Management
Ohio
$5.39M
CFA
172
Cahill Financial Advisors
Minnesota
$5.39M
GFWA
173
Grey Fox Wealth Advisors
Delaware
$5.29M
LFP
174
Leeward Financial Partners
Washington
$5.21M
CAWM
175
Capital Advisors Wealth Management
Washington
$5.18M