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Schwab US Large-Cap Value ETF

859 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, 333 increasing their positions, 293 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
859
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 +$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
KFG
326
Kelly Financial Group
Connecticut
$1.41M
IJWM
327
Inman Jager Wealth Management
Mississippi
$1.4M
CA
328
Continuum Advisory
Idaho
$1.39M
WCM
329
Whitener Capital Management
North Carolina
$1.39M
LIWM
330
Long Island Wealth Management
New York
$1.39M
MCC
331
Money Concepts Capital
Florida
$1.38M
AWE
332
Avidian Wealth Enterprises
Texas
$1.38M
CCWM
333
Cassaday & Co Wealth Management
Virginia
$1.35M
SCM
334
SOL Capital Management
Maryland
$1.35M
ZIM
335
Zacks Investment Management
Illinois
$1.34M
BWM
336
BCGM Wealth Management
Indiana
$1.34M
CP
337
Creekside Partners
California
$1.33M
WANY
338
Wealthspire Advisors (New York)
New York
$1.32M
SWM
339
Seed Wealth Management
Illinois
$1.31M
VFA
340
Valeo Financial Advisors
Indiana
$1.31M
UAG
341
United Advisor Group
Ohio
$1.31M
EH
342
Equitable Holdings
New York
$1.31M
CCM
343
Condor Capital Management
New Jersey
$1.28M
KJWM
344
Kiley Juergens Wealth Management
Washington
$1.28M
KHC
345
Koesten Hirschmann & Crabtree
Kansas
$1.25M
JFG
346
JMG Financial Group
Illinois
$1.25M
GCA
347
Gradient Capital Advisors
California
$1.24M
IAS
348
IMA Advisory Services
Colorado
$1.24M
VCWA
349
Vanguard Capital Wealth Advisors
Colorado
$1.24M
AWMS
350
Advocacy Wealth Management Services
Georgia
$1.24M