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Schwab US Large-Cap Value ETF

850 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, 330 increasing their positions, 286 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
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 +$246M
2 +$68.7M
3 +$51.6M
4
SEI Investments
SEI Investments
Pennsylvania
+$37.7M
5
MG
Mather Group
Illinois
+$32.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FWS
876
FinDec Wealth Services
California
IA
877
IFG Advisory
Georgia
LWL
878
Leo Wealth LLC
Texas
KPWG
879
KFA Private Wealth Group
Virginia
QCM
880
QRG Capital Management
Illinois
PWPS
881
Pinnacle Wealth Planning Services
Ohio
CCAL
882
City Center Advisors LLC
Michigan
CIAS
883
CFS Investment Advisory Services
New Jersey
BI
884
Bradyco Inc
Massachusetts
AOWM
885
Alpha Omega Wealth Management
Virginia
GI
886
Gradient Investments
Minnesota
TCM
887
Traub Capital Management
Massachusetts
CIA
888
Choate Investment Advisors
Massachusetts
SO
889
Sierra Ocean
California
BFP
890
Briaud Financial Planning
Texas
AWM
891
Atticus Wealth Management
Florida
BCMLT
892
Beacon Capital Management LLC (Tennessee)
Tennessee
TIM
893
Total Investment Management
Arizona
OW
894
Olistico Wealth
Oklahoma
KFP
895
Keener Financial Planning
Texas
KIG
896
Kessler Investment Group
Indiana
GWANC
897
Guardian Wealth Advisors (North Carolina)
North Carolina
BMM
898
Berkshire Money Management
Massachusetts
DRP
899
Decker Retirement Planning
Utah
FMP
900
Financial Management Professionals
Texas