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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
OFS
201
OneAscent Financial Services
Alabama
$3.99M
DP
202
DDD Partners
Washington
$3.99M
AFTS
203
American Financial & Tax Strategies
New York
$3.97M
WIA
204
World Investment Advisors
California
$3.92M
KWA
205
Kingswood Wealth Advisors
California
$3.9M
LIA
206
LifePlan Investment Advisors
North Carolina
$3.86M
KAS
207
KPP Advisory Services
Kentucky
$3.83M
AA
208
Apriem Advisors
California
$3.73M
Stifel Financial
209
Stifel Financial
Missouri
$3.71M
BOPW
210
Brandywine Oak Private Wealth
Pennsylvania
$3.7M
SWP
211
Sagespring Wealth Partners
Tennessee
$3.68M
MWM
212
Modera Wealth Management
New Jersey
$3.66M
AWG
213
Altus Wealth Group
Colorado
$3.62M
JGCM
214
Joseph Group Capital Management
Ohio
$3.55M
LIM
215
Leavell Investment Management
Alabama
$3.51M
NSAM
216
North Star Asset Management
Wisconsin
$3.45M
Truist Financial
217
Truist Financial
North Carolina
$3.41M
SWP
218
Stratos Wealth Partners
Ohio
$3.36M
BCM
219
Barden Capital Management
Texas
$3.35M
DAS
220
Dynamic Advisor Solutions
Arizona
$3.21M
SCM
221
Steele Capital Management
Iowa
$3.15M
IWA
222
IVC Wealth Advisors
Pennsylvania
$3.13M
VT
223
Vise Technologies
New York
$3.12M
ATWA
224
Arbor Trust Wealth Advisors
Michigan
$3.05M
ASN
225
Advisory Services Network
Georgia
$3.04M