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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
WF
201
Warner Financial
Maryland
$4.13M
CPRC
202
Consolidated Portfolio Review Corp
New York
$4.12M
RWM
203
RKL Wealth Management
Pennsylvania
$4.05M
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$4.02M
OFS
205
OneAscent Financial Services
Alabama
$3.99M
DP
206
DDD Partners
Washington
$3.99M
AFTS
207
American Financial & Tax Strategies
New York
$3.97M
WIA
208
World Investment Advisors
California
$3.92M
KWA
209
Kingswood Wealth Advisors
California
$3.9M
LIA
210
LifePlan Investment Advisors
North Carolina
$3.86M
KAS
211
KPP Advisory Services
Kentucky
$3.83M
AA
212
Apriem Advisors
California
$3.73M
Stifel Financial
213
Stifel Financial
Missouri
$3.71M
BOPW
214
Brandywine Oak Private Wealth
Pennsylvania
$3.7M
SWP
215
Sagespring Wealth Partners
Tennessee
$3.68M
MWM
216
Modera Wealth Management
New Jersey
$3.66M
AWG
217
Altus Wealth Group
Colorado
$3.62M
JGCM
218
Joseph Group Capital Management
Ohio
$3.55M
LIM
219
Leavell Investment Management
Alabama
$3.51M
NSAM
220
North Star Asset Management
Wisconsin
$3.45M
Truist Financial
221
Truist Financial
North Carolina
$3.41M
SWP
222
Stratos Wealth Partners
Ohio
$3.36M
BCM
223
Barden Capital Management
Texas
$3.35M
DAS
224
Dynamic Advisor Solutions
Arizona
$3.21M
SCM
225
Steele Capital Management
Iowa
$3.15M