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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
JWM
801
JPL Wealth Management
Colorado
$25.8K
DPW
802
DiNuzzo Private Wealth
Pennsylvania
$25.2K
FGAM
803
Financial Gravity Asset Management
Texas
$24.2K
OA
804
Operose Advisors
Wisconsin
$23K
MSG
805
Main Street Group
Virginia
$20.1K
JFGIW
806
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19.7K
TCM
807
Tradewinds Capital Management
Washington
$19.2K
FLFS
808
Family Legacy Financial Solutions
North Carolina
$19K
WCM
809
Winthrop Capital Management
Indiana
$18K
OWP
810
ORG Wealth Partners
Texas
$17.2K
RWM
811
RMG Wealth Management
Wisconsin
$15.9K
FPB
812
First PREMIER Bank
South Dakota
$15K
CWA
813
Carolina Wealth Advisors
South Carolina
$15K
JFG
814
JDM Financial Group
Texas
$14.1K
CCM
815
Cloud Capital Management
Washington
$14K
EWM
816
Evolution Wealth Management
Florida
$13.3K
PS
817
Pinney & Scofield
Massachusetts
$12.9K
AIC
818
Archer Investment Corporation
Indiana
$11.9K
PIP
819
Peachtree Investment Partners
Florida
$11.5K
SC
820
Stephens Consulting
Michigan
$11.4K
Fifth Third Bancorp
821
Fifth Third Bancorp
Ohio
$10.6K
RF
822
Rossby Financial
Florida
$10.5K
MBFW
823
Morton Brown Family Wealth
Pennsylvania
$10.3K
GWSG
824
GPS Wealth Strategies Group
Colorado
$10.2K
CA
825
Crewe Advisors
Utah
$9.52K