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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
CAWM
176
Capital Advisors Wealth Management
Washington
$5.18M
RI
177
Rinkey Investments
California
$5.11M
WIA
178
Westbourne Investment Advisors
Maryland
$5.06M
EFG
179
Embree Financial Group
Illinois
$4.82M
VWA
180
VSM Wealth Advisory
Maryland
$4.78M
MWM
181
Meridian Wealth Management
Kentucky
$4.77M
SWM
182
SeaCrest Wealth Management
New York
$4.76M
EFG
183
Everhart Financial Group
Ohio
$4.74M
MCCA
184
Mill Creek Capital Advisors
Pennsylvania
$4.68M
Baird Financial Group
185
Baird Financial Group
Wisconsin
$4.67M
DWM
186
Dakota Wealth Management
Florida
$4.6M
NDSI
187
Newman Dignan & Sheerar Inc
Rhode Island
$4.59M
SFA
188
Sequoia Financial Advisors
Ohio
$4.55M
GBFP
189
Golden Bell Financial Planning
Georgia
$4.53M
CCG
190
Coastwise Capital Group
California
$4.52M
AWM
191
Apex Wealth Management
New Hampshire
$4.51M
JWCA
192
J.W. Cole Advisors
Florida
$4.47M
BWM
193
Brown Wealth Management
Illinois
$4.46M
NA
194
NewEdge Advisors
Louisiana
$4.38M
WA
195
Waterford Advisors
New York
$4.35M
ACA
196
Affinity Capital Advisors
California
$4.33M
Renaissance Technologies
197
Renaissance Technologies
New York
$4.33M
RIA
198
Retirement Investment Advisors
Oklahoma
$4.21M
NFG
199
Nadler Financial Group
Illinois
$4.17M
BBPWM
200
Blue Bell Private Wealth Management
Pennsylvania
$4.14M