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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
WCM
801
Winthrop Capital Management
Indiana
$18K
OWP
802
ORG Wealth Partners
Texas
$17.2K
RWM
803
RMG Wealth Management
Wisconsin
$15.9K
FPB
804
First PREMIER Bank
South Dakota
$15K
CWA
805
Carolina Wealth Advisors
South Carolina
$15K
JFG
806
JDM Financial Group
Texas
$14.1K
CCM
807
Cloud Capital Management
Washington
$14K
EWM
808
Evolution Wealth Management
Florida
$13.3K
PS
809
Pinney & Scofield
Massachusetts
$12.9K
AIC
810
Archer Investment Corporation
Indiana
$11.9K
PIP
811
Peachtree Investment Partners
Florida
$11.5K
SC
812
Stephens Consulting
Michigan
$11.4K
Fifth Third Bancorp
813
Fifth Third Bancorp
Ohio
$10.6K
RF
814
Rossby Financial
Florida
$10.5K
MBFW
815
Morton Brown Family Wealth
Pennsylvania
$10.3K
GWSG
816
GPS Wealth Strategies Group
Colorado
$10.2K
CA
817
Crewe Advisors
Utah
$9.52K
OP
818
ORG Partners
Indiana
$9.47K
RJA
819
Ross\Johnson & Associates
Minnesota
$9.23K
AWM
820
Aberdeen Wealth Management
Illinois
$8.73K
CMA
821
Cedar Mountain Advisors
Oregon
$8.7K
AUB
822
Atlantic Union Bankshares
Virginia
$8.44K
CFP
823
Comprehensive Financial Planning
Pennsylvania
$8.38K
PPC
824
Park Place Capital
Alabama
$8.21K
AP
825
Atwood & Palmer
Missouri
$7.86K