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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
GPFA
126
Game Plan Financial Advisors
Ohio
$8.36M
TWM
127
Thrive Wealth Management
Pennsylvania
$8.28M
CKAIS
128
Christensen King & Associates Investment Services
Washington
$8.18M
RGF
129
Retirement Guys Formula
Ohio
$8.08M
FF
130
Friday Financial
Iowa
$8.04M
CMP
131
Courage Miller Partners
Virginia
$8M
EWA
132
Exencial Wealth Advisors
Oklahoma
$8M
Focus Partners Wealth
133
Focus Partners Wealth
Massachusetts
$7.91M
BCM
134
Brookstone Capital Management
Illinois
$7.68M
US Bancorp
135
US Bancorp
Minnesota
$7.52M
IWC
136
Integrated Wealth Concepts
Massachusetts
$7.46M
PSCM
137
Per Stirling Capital Management
Texas
$7.4M
GIA
138
Gladstone Institutional Advisory
Florida
$7.37M
BAM
139
Berkshire Asset Management
Pennsylvania
$6.96M
VWA
140
Visionary Wealth Advisors
Illinois
$6.85M
Goldman Sachs
141
Goldman Sachs
New York
$6.74M
CM
142
Columbus Macro
Pennsylvania
$6.74M
LTL
143
Lowery Thomas LLC
California
$6.51M
PMG
144
ProVise Management Group
Florida
$6.5M
CAM
145
Cresset Asset Management
Illinois
$6.32M
IFS
146
Ifrah Financial Services
Arkansas
$6.31M
PFWA
147
Paces Ferry Wealth Advisors
Georgia
$6.3M
PIA
148
Panoramic Investment Advisors
Colorado
$6.29M
BAMG
149
Brand Asset Management Group
Missouri
$6.29M
SS
150
Sunbelt Securities
Texas
$6.26M