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Schwab US Large-Cap Value ETF

841 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, 328 increasing their positions, 280 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
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

Top Sellers

1 -$27.7M
2 -$20.5M
3 -$15.5M
4
BHB
Bank Hapoalim BM
Israel
-$13.4M
5
RF
rebel Financial
Ohio
-$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
GSC
676
G&S Capital
Colorado
$229K
OCPWS
677
One Charles Private Wealth Services
Massachusetts
$229K
PFBT
678
Parkside Financial Bank & Trust
Missouri
$228K
GWMR
679
GC Wealth Management RIA
Massachusetts
$228K
CB
680
Commerce Bank
Missouri
$227K
AFAS
681
Acorn Financial Advisory Services
Virginia
$226K
MFIM
682
Mesirow Financial Investment Management
Illinois
$226K
KPWS
683
Kestra Private Wealth Services
Texas
$225K
EL
684
Essex LLC
Illinois
$224K
PWM
685
Praetorian Wealth Management
California
$224K
GBWM
686
Granite Bay Wealth Management
New Hampshire
$224K
PPWM
687
Perissos Private Wealth Management
Oklahoma
$222K
STFP
688
Signal Tree Financial Partners
Ohio
$221K
KIA
689
KCM Investment Advisors
California
$221K
FFM
690
Forum Financial Management
Illinois
$221K
LC
691
Landaas & Company
Wisconsin
$221K
WS
692
Wedbush Securities
California
$221K
Vanguard Group
693
Vanguard Group
Pennsylvania
$220K
CGFA
694
Colton Groome Financial Advisors
North Carolina
$219K
CPA
695
Capital Performance Advisors
California
$217K
TWA
696
TCI Wealth Advisors
Arizona
$217K
SFG
697
Synergy Financial Group
California
$216K
WI
698
Wedgewood Investors
Pennsylvania
$215K
CG
699
Caprock Group
Idaho
$214K
FCM
700
Firestone Capital Management
Florida
$213K