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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
GWSG
826
GPS Wealth Strategies Group
Colorado
$10.2K
CA
827
Crewe Advisors
Utah
$9.52K
OP
828
ORG Partners
Indiana
$9.47K
RJA
829
Ross\Johnson & Associates
Minnesota
$9.23K
AWM
830
Aberdeen Wealth Management
Illinois
$8.73K
CMA
831
Cedar Mountain Advisors
Oregon
$8.7K
AUB
832
Atlantic Union Bankshares
Virginia
$8.44K
CFP
833
Comprehensive Financial Planning
Pennsylvania
$8.38K
PPC
834
Park Place Capital
Alabama
$8.21K
AP
835
Atwood & Palmer
Missouri
$7.86K
LI
836
LRI Investments
Florida
$7.6K
HIA
837
Harbor Investment Advisory
Maryland
$6.55K
HHGA
838
Halbert Hargrove Global Advisors
California
$6.46K
GJIA
839
Glass Jacobson Investment Advisors
Maryland
$5.5K
FDW
840
Fourth Dimension Wealth
Ohio
$4.6K
QC
841
Quent Capital
New York
$4.45K
BAM
842
Bellevue Asset Management
Washington
$4.45K
PWMG
843
Private Wealth Management Group
New Jersey
$3.93K
IW
844
Imprint Wealth
South Carolina
$3.32K
AGWCA
845
Annis Gardner Whiting Capital Advisors
Florida
$2.91K
AIA
846
Armor Investment Advisors
North Carolina
$2.88K
TPCW
847
TD Private Client Wealth
New York
$2.79K
RA
848
Rise Advisors
New York
$2.77K
HPIA
849
Hamilton Point Investment Advisors
North Carolina
$1.75K
NMG
850
New Millennium Group
Utah
$1.75K