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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
EL
701
Essex LLC
Illinois
$224K
PWM
702
Praetorian Wealth Management
California
$224K
GBWM
703
Granite Bay Wealth Management
New Hampshire
$224K
PPWM
704
Perissos Private Wealth Management
Oklahoma
$222K
STFP
705
Signal Tree Financial Partners
Ohio
$221K
KIA
706
KCM Investment Advisors
California
$221K
FFM
707
Forum Financial Management
Illinois
$221K
LC
708
Landaas & Company
Wisconsin
$221K
WS
709
Wedbush Securities
California
$221K
Vanguard Group
710
Vanguard Group
Pennsylvania
$220K
CGFA
711
Colton Groome Financial Advisors
North Carolina
$219K
CPA
712
Capital Performance Advisors
California
$217K
TWA
713
TCI Wealth Advisors
Arizona
$217K
SFG
714
Synergy Financial Group
California
$216K
WI
715
Wedgewood Investors
Pennsylvania
$215K
CG
716
Caprock Group
Idaho
$214K
FCM
717
Firestone Capital Management
Florida
$213K
HF
718
HRT Financial
New York
$212K
FSBI
719
Fearless Solutions (Best Invest)
Texas
$210K
BAM
720
Belpointe Asset Management
Nevada
$210K
GI
721
GAMMA Investing
California
$210K
MNA
722
Manning & Napier Advisors
New York
$210K
RMP
723
Richards, Merrill & Peterson
Washington
$209K
PIM
724
Pullen Investment Management
Florida
$209K
VA
725
Valmark Advisers
Ohio
$209K