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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
TAM
801
Tucker Asset Management
Colorado
$28.1K
DIP
802
DT Investment Partners
Pennsylvania
$26K
JWM
803
JPL Wealth Management
Colorado
$25.8K
DPW
804
DiNuzzo Private Wealth
Pennsylvania
$25.2K
FGAM
805
Financial Gravity Asset Management
Texas
$24.2K
OA
806
Operose Advisors
Wisconsin
$23K
MSG
807
Main Street Group
Virginia
$20.1K
JFGIW
808
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19.7K
TCM
809
Tradewinds Capital Management
Washington
$19.2K
FLFS
810
Family Legacy Financial Solutions
North Carolina
$19K
WCM
811
Winthrop Capital Management
Indiana
$18K
OWP
812
ORG Wealth Partners
Texas
$17.2K
RWM
813
RMG Wealth Management
Wisconsin
$15.9K
FPB
814
First PREMIER Bank
South Dakota
$15K
CWA
815
Carolina Wealth Advisors
South Carolina
$15K
JFG
816
JDM Financial Group
Texas
$14.1K
CCM
817
Cloud Capital Management
Washington
$14K
EWM
818
Evolution Wealth Management
Florida
$13.3K
PS
819
Pinney & Scofield
Massachusetts
$12.9K
AIC
820
Archer Investment Corporation
Indiana
$11.9K
PIP
821
Peachtree Investment Partners
Florida
$11.5K
SC
822
Stephens Consulting
Michigan
$11.4K
Fifth Third Bancorp
823
Fifth Third Bancorp
Ohio
$10.6K
RF
824
Rossby Financial
Florida
$10.5K
MBFW
825
Morton Brown Family Wealth
Pennsylvania
$10.3K