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Schwab US Large-Cap Value ETF

850 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, 330 increasing their positions, 286 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
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 +$246M
2 +$68.7M
3 +$51.6M
4
SEI Investments
SEI Investments
Pennsylvania
+$37.7M
5
MG
Mather Group
Illinois
+$32.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
676
AlphaCore Capital
California
$235K
RWM
677
Rialto Wealth Management
New York
$234K
LSL
678
Legacy Solutions LLC
Pennsylvania
$232K
CAMG
679
CWA Asset Management Group
Florida
$231K
FG
680
Foster Group
Iowa
$230K
CAM
681
Clark Asset Management
New Hampshire
$229K
HIP
682
HUB Investment Partners
Texas
$229K
GSC
683
G&S Capital
Colorado
$229K
OCPWS
684
One Charles Private Wealth Services
Massachusetts
$229K
PFBT
685
Parkside Financial Bank & Trust
Missouri
$228K
GWMR
686
GC Wealth Management RIA
Massachusetts
$228K
CB
687
Commerce Bank
Missouri
$227K
AFAS
688
Acorn Financial Advisory Services
Virginia
$226K
MFIM
689
Mesirow Financial Investment Management
Illinois
$226K
KPWS
690
Kestra Private Wealth Services
Texas
$225K
EL
691
Essex LLC
Illinois
$224K
PWM
692
Praetorian Wealth Management
California
$224K
GBWM
693
Granite Bay Wealth Management
New Hampshire
$224K
PPWM
694
Perissos Private Wealth Management
Oklahoma
$222K
STFP
695
Signal Tree Financial Partners
Ohio
$221K
KIA
696
KCM Investment Advisors
California
$221K
FFM
697
Forum Financial Management
Illinois
$221K
LC
698
Landaas & Company
Wisconsin
$221K
WS
699
Wedbush Securities
California
$221K
Vanguard Group
700
Vanguard Group
Pennsylvania
$220K