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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
TCM
451
Towercrest Capital Management
Pennsylvania
$706K
AWMG
452
Alliance Wealth Management Group
New Jersey
$706K
MAG
453
Mayfair Advisory Group
Alabama
$703K
GWM
454
GSB Wealth Management
Connecticut
$703K
MCM
455
MidAtlantic Capital Management
Virginia
$701K
FAG
456
Fortitude Advisory Group
Washington
$698K
BFA
457
Blueprint Financial Advisors
North Carolina
$691K
LF
458
Lantz Financial
Illinois
$687K
TYCC
459
Texas Yale Capital Corp
Florida
$683K
SWM
460
Sculati Wealth Management
Michigan
$677K
PIA
461
Pinion Investment Advisors
Kansas
$676K
SAM
462
Smartleaf Asset Management
Massachusetts
$675K
WMG
463
WESCAP Management Group
California
$674K
PL
464
Plancorp LLC
Missouri
$673K
LSIA
465
LaSalle St. Investment Advisors
Illinois
$666K
MWM
466
Modern Wealth Management
Kansas
$653K
RMC
467
Ring Mountain Capital
California
$652K
BlackRock
468
BlackRock
New York
$647K
CTC
469
Central Trust Company
Missouri
$642K
LWM
470
LongView Wealth Management
Georgia
$638K
GG
471
Greenwood Gearhart
Arkansas
$636K
UFA
472
Uptown Financial Advisors
Texas
$636K
MIA
473
Milestone Investment Advisors
Wisconsin
$634K
AA
474
Alesco Advisors
New York
$628K
MGWM
475
Marks Group Wealth Management
Minnesota
$628K