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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
CPRC
201
Consolidated Portfolio Review Corp
New York
$4.12M
RWM
202
RKL Wealth Management
Pennsylvania
$4.05M
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$4.02M
OFS
204
OneAscent Financial Services
Alabama
$3.99M
DP
205
DDD Partners
Washington
$3.99M
AFTS
206
American Financial & Tax Strategies
New York
$3.97M
WIA
207
World Investment Advisors
California
$3.92M
KWA
208
Kingswood Wealth Advisors
California
$3.9M
LIA
209
LifePlan Investment Advisors
North Carolina
$3.86M
KAS
210
KPP Advisory Services
Kentucky
$3.83M
AA
211
Apriem Advisors
California
$3.73M
Stifel Financial
212
Stifel Financial
Missouri
$3.71M
BOPW
213
Brandywine Oak Private Wealth
Pennsylvania
$3.7M
SWP
214
Sagespring Wealth Partners
Tennessee
$3.68M
MWM
215
Modera Wealth Management
New Jersey
$3.66M
AWG
216
Altus Wealth Group
Colorado
$3.62M
JGCM
217
Joseph Group Capital Management
Ohio
$3.55M
LIM
218
Leavell Investment Management
Alabama
$3.51M
NSAM
219
North Star Asset Management
Wisconsin
$3.45M
Truist Financial
220
Truist Financial
North Carolina
$3.41M
SWP
221
Stratos Wealth Partners
Ohio
$3.36M
BCM
222
Barden Capital Management
Texas
$3.35M
DAS
223
Dynamic Advisor Solutions
Arizona
$3.21M
SCM
224
Steele Capital Management
Iowa
$3.15M
IWA
225
IVC Wealth Advisors
Pennsylvania
$3.13M