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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
TIAA Trust, National Association
676
TIAA Trust, National Association
North Carolina
$240K
HAP
677
Harbor Asset Planning
Massachusetts
$239K
GI
678
GS Investments
Minnesota
$239K
AA
679
Advisory Alpha
Michigan
$238K
CFO
680
Collective Family Office
Pennsylvania
$238K
PWM
681
Penobscot Wealth Management
Maine
$237K
AIM
682
Anchor Investment Management
South Carolina
$237K
AG
683
Advocate Group
Minnesota
$236K
AC
684
AlphaCore Capital
California
$235K
RWM
685
Rialto Wealth Management
New York
$234K
LSL
686
Legacy Solutions LLC
Pennsylvania
$232K
CAMG
687
CWA Asset Management Group
Florida
$231K
FG
688
Foster Group
Iowa
$230K
CAM
689
Clark Asset Management
New Hampshire
$229K
HIP
690
HUB Investment Partners
Texas
$229K
GSC
691
G&S Capital
Colorado
$229K
OCPWS
692
One Charles Private Wealth Services
Massachusetts
$229K
PFBT
693
Parkside Financial Bank & Trust
Missouri
$228K
GWMR
694
GC Wealth Management RIA
Massachusetts
$228K
CB
695
Commerce Bank
Missouri
$227K
AFAS
696
Acorn Financial Advisory Services
Virginia
$226K
MFIM
697
Mesirow Financial Investment Management
Illinois
$226K
KPWS
698
Kestra Private Wealth Services
Texas
$225K
EL
699
Essex LLC
Illinois
$224K
PWM
700
Praetorian Wealth Management
California
$224K