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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
LJAC
326
L.J. Altfest & Co
New York
$1.42M
KAM
327
KEB Asset Management
Illinois
$1.42M
KFG
328
Kelly Financial Group
Connecticut
$1.41M
IJWM
329
Inman Jager Wealth Management
Mississippi
$1.4M
CA
330
Continuum Advisory
Idaho
$1.39M
WCM
331
Whitener Capital Management
North Carolina
$1.39M
LIWM
332
Long Island Wealth Management
New York
$1.39M
MCC
333
Money Concepts Capital
Florida
$1.38M
AWE
334
Avidian Wealth Enterprises
Texas
$1.38M
CCWM
335
Cassaday & Co Wealth Management
Virginia
$1.35M
SCM
336
SOL Capital Management
Maryland
$1.35M
ZIM
337
Zacks Investment Management
Illinois
$1.34M
BWM
338
BCGM Wealth Management
Indiana
$1.34M
CP
339
Creekside Partners
California
$1.33M
WANY
340
Wealthspire Advisors (New York)
New York
$1.32M
SWM
341
Seed Wealth Management
Illinois
$1.31M
VFA
342
Valeo Financial Advisors
Indiana
$1.31M
UAG
343
United Advisor Group
Ohio
$1.31M
EH
344
Equitable Holdings
New York
$1.31M
CCM
345
Condor Capital Management
New Jersey
$1.28M
KJWM
346
Kiley Juergens Wealth Management
Washington
$1.28M
KHC
347
Koesten Hirschmann & Crabtree
Kansas
$1.25M
JFG
348
JMG Financial Group
Illinois
$1.25M
GCA
349
Gradient Capital Advisors
California
$1.24M
IAS
350
IMA Advisory Services
Colorado
$1.24M