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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
VWA
176
VSM Wealth Advisory
Maryland
$4.78M
MWM
177
Meridian Wealth Management
Kentucky
$4.77M
SWM
178
SeaCrest Wealth Management
New York
$4.76M
EFG
179
Everhart Financial Group
Ohio
$4.74M
MCCA
180
Mill Creek Capital Advisors
Pennsylvania
$4.68M
Baird Financial Group
181
Baird Financial Group
Wisconsin
$4.67M
DWM
182
Dakota Wealth Management
Florida
$4.6M
NDSI
183
Newman Dignan & Sheerar Inc
Rhode Island
$4.59M
SFA
184
Sequoia Financial Advisors
Ohio
$4.55M
GBFP
185
Golden Bell Financial Planning
Georgia
$4.53M
CCG
186
Coastwise Capital Group
California
$4.52M
AWM
187
Apex Wealth Management
New Hampshire
$4.51M
JWCA
188
J.W. Cole Advisors
Florida
$4.47M
BWM
189
Brown Wealth Management
Illinois
$4.46M
NA
190
NewEdge Advisors
Louisiana
$4.38M
WA
191
Waterford Advisors
New York
$4.35M
ACA
192
Affinity Capital Advisors
California
$4.33M
Renaissance Technologies
193
Renaissance Technologies
New York
$4.33M
RIA
194
Retirement Investment Advisors
Oklahoma
$4.21M
NFG
195
Nadler Financial Group
Illinois
$4.17M
BBPWM
196
Blue Bell Private Wealth Management
Pennsylvania
$4.14M
WF
197
Warner Financial
Maryland
$4.13M
CPRC
198
Consolidated Portfolio Review Corp
New York
$4.12M
RWM
199
RKL Wealth Management
Pennsylvania
$4.05M
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$4.02M