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