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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
FWM
676
Focused Wealth Management
New York
$242K
LFS
677
Lutz Financial Services
Nebraska
$241K
TIAA Trust, National Association
678
TIAA Trust, National Association
North Carolina
$240K
HAP
679
Harbor Asset Planning
Massachusetts
$239K
GI
680
GS Investments
Minnesota
$239K
AA
681
Advisory Alpha
Michigan
$238K
CFO
682
Collective Family Office
Pennsylvania
$238K
PWM
683
Penobscot Wealth Management
Maine
$237K
AIM
684
Anchor Investment Management
South Carolina
$237K
AG
685
Advocate Group
Minnesota
$236K
AC
686
AlphaCore Capital
California
$235K
RWM
687
Rialto Wealth Management
New York
$234K
LSL
688
Legacy Solutions LLC
Pennsylvania
$232K
CAMG
689
CWA Asset Management Group
Florida
$231K
FG
690
Foster Group
Iowa
$230K
CAM
691
Clark Asset Management
New Hampshire
$229K
HIP
692
HUB Investment Partners
Texas
$229K
GSC
693
G&S Capital
Colorado
$229K
OCPWS
694
One Charles Private Wealth Services
Massachusetts
$229K
PFBT
695
Parkside Financial Bank & Trust
Missouri
$228K
GWMR
696
GC Wealth Management RIA
Massachusetts
$228K
CB
697
Commerce Bank
Missouri
$227K
AFAS
698
Acorn Financial Advisory Services
Virginia
$226K
MFIM
699
Mesirow Financial Investment Management
Illinois
$226K
KPWS
700
Kestra Private Wealth Services
Texas
$225K