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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
RI
176
Rinkey Investments
California
$5.11M
WIA
177
Westbourne Investment Advisors
Maryland
$5.06M
EFG
178
Embree Financial Group
Illinois
$4.82M
VWA
179
VSM Wealth Advisory
Maryland
$4.78M
MWM
180
Meridian Wealth Management
Kentucky
$4.77M
SWM
181
SeaCrest Wealth Management
New York
$4.76M
EFG
182
Everhart Financial Group
Ohio
$4.74M
MCCA
183
Mill Creek Capital Advisors
Pennsylvania
$4.68M
Baird Financial Group
184
Baird Financial Group
Wisconsin
$4.67M
DWM
185
Dakota Wealth Management
Florida
$4.6M
NDSI
186
Newman Dignan & Sheerar Inc
Rhode Island
$4.59M
SFA
187
Sequoia Financial Advisors
Ohio
$4.55M
GBFP
188
Golden Bell Financial Planning
Georgia
$4.53M
CCG
189
Coastwise Capital Group
California
$4.52M
AWM
190
Apex Wealth Management
New Hampshire
$4.51M
JWCA
191
J.W. Cole Advisors
Florida
$4.47M
BWM
192
Brown Wealth Management
Illinois
$4.46M
NA
193
NewEdge Advisors
Louisiana
$4.38M
WA
194
Waterford Advisors
New York
$4.35M
ACA
195
Affinity Capital Advisors
California
$4.33M
Renaissance Technologies
196
Renaissance Technologies
New York
$4.33M
RIA
197
Retirement Investment Advisors
Oklahoma
$4.21M
NFG
198
Nadler Financial Group
Illinois
$4.17M
BBPWM
199
Blue Bell Private Wealth Management
Pennsylvania
$4.14M
WF
200
Warner Financial
Maryland
$4.13M