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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
GBWM
701
Granite Bay Wealth Management
New Hampshire
$224K
PPWM
702
Perissos Private Wealth Management
Oklahoma
$222K
STFP
703
Signal Tree Financial Partners
Ohio
$221K
KIA
704
KCM Investment Advisors
California
$221K
FFM
705
Forum Financial Management
Illinois
$221K
LC
706
Landaas & Company
Wisconsin
$221K
WS
707
Wedbush Securities
California
$221K
Vanguard Group
708
Vanguard Group
Pennsylvania
$220K
CGFA
709
Colton Groome Financial Advisors
North Carolina
$219K
CPA
710
Capital Performance Advisors
California
$217K
TWA
711
TCI Wealth Advisors
Arizona
$217K
SFG
712
Synergy Financial Group
California
$216K
WI
713
Wedgewood Investors
Pennsylvania
$215K
CG
714
Caprock Group
Idaho
$214K
FCM
715
Firestone Capital Management
Florida
$213K
HF
716
HRT Financial
New York
$212K
FSBI
717
Fearless Solutions (Best Invest)
Texas
$210K
BAM
718
Belpointe Asset Management
Nevada
$210K
GI
719
GAMMA Investing
California
$210K
MNA
720
Manning & Napier Advisors
New York
$210K
RMP
721
Richards, Merrill & Peterson
Washington
$209K
PIM
722
Pullen Investment Management
Florida
$209K
VA
723
Valmark Advisers
Ohio
$209K
IP
724
Ignite Planners
California
$206K
LEFP
725
Leading Edge Financial Planning
Tennessee
$206K