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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
FAIM
876
Financial Advocates Investment Management
Washington
D.E. Shaw & Co
877
D.E. Shaw & Co
New York
AG
878
Ascent Group
Virginia
JCIA
879
Jackson Creek Investment Advisors
Colorado
SB
880
Strategic Blueprint
Georgia
Legacy Financial Group (Iowa)
881
Legacy Financial Group (Iowa)
Iowa
FA
882
FSA Advisors
Michigan
FPCP
883
Fort Point Capital Partners
California
FFS
884
Founders Financial Securities
Maryland
AWM
885
Accel Wealth Management
Iowa
GWM
886
Gibbs Wealth Management
Georgia
FWS
887
FinDec Wealth Services
California
IA
888
IFG Advisory
Georgia
LWL
889
Leo Wealth LLC
Texas
KPWG
890
KFA Private Wealth Group
Virginia
QCM
891
QRG Capital Management
Illinois
PWPS
892
Pinnacle Wealth Planning Services
Ohio
CCAL
893
City Center Advisors LLC
Michigan
CIAS
894
CFS Investment Advisory Services
New Jersey
BI
895
Bradyco Inc
Massachusetts
AOWM
896
Alpha Omega Wealth Management
Virginia
GI
897
Gradient Investments
Minnesota
TCM
898
Traub Capital Management
Massachusetts
CIA
899
Choate Investment Advisors
Massachusetts
SO
900
Sierra Ocean
California