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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
CGFA
701
Colton Groome Financial Advisors
North Carolina
$219K
CPA
702
Capital Performance Advisors
California
$217K
TWA
703
TCI Wealth Advisors
Arizona
$217K
SFG
704
Synergy Financial Group
California
$216K
WI
705
Wedgewood Investors
Pennsylvania
$215K
CG
706
Caprock Group
Idaho
$214K
FCM
707
Firestone Capital Management
Florida
$213K
HF
708
HRT Financial
New York
$212K
FSBI
709
Fearless Solutions (Best Invest)
Texas
$210K
BAM
710
Belpointe Asset Management
Nevada
$210K
GI
711
GAMMA Investing
California
$210K
MNA
712
Manning & Napier Advisors
New York
$210K
RMP
713
Richards, Merrill & Peterson
Washington
$209K
PIM
714
Pullen Investment Management
Florida
$209K
VA
715
Valmark Advisers
Ohio
$209K
IP
716
Ignite Planners
California
$206K
LEFP
717
Leading Edge Financial Planning
Tennessee
$206K
AP
718
Appleton Partners
Massachusetts
$205K
CA
719
CoreCap Advisors
Michigan
$203K
FFA
720
First Foundation Advisors
California
$201K
SWA
721
Serenus Wealth Advisors
California
$201K
GA
722
GoalVest Advisory
New York
$200K
SIC
723
Salem Investment Counselors
North Carolina
$197K
FVIM
724
Fort Vancouver Investment Management
Washington
$197K
BIA
725
Bell Investment Advisors
California
$189K