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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
TWM
126
Thrive Wealth Management
Pennsylvania
$8.28M
CKAIS
127
Christensen King & Associates Investment Services
Washington
$8.18M
RGF
128
Retirement Guys Formula
Ohio
$8.08M
FF
129
Friday Financial
Iowa
$8.04M
CMP
130
Courage Miller Partners
Virginia
$8M
EWA
131
Exencial Wealth Advisors
Oklahoma
$8M
Focus Partners Wealth
132
Focus Partners Wealth
Massachusetts
$7.91M
BCM
133
Brookstone Capital Management
Illinois
$7.68M
US Bancorp
134
US Bancorp
Minnesota
$7.52M
IWC
135
Integrated Wealth Concepts
Massachusetts
$7.46M
PSCM
136
Per Stirling Capital Management
Texas
$7.4M
GIA
137
Gladstone Institutional Advisory
Florida
$7.37M
CAM
138
Cresset Asset Management
Illinois
$7.12M
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
IFS
145
Ifrah Financial Services
Arkansas
$6.31M
PFWA
146
Paces Ferry Wealth Advisors
Georgia
$6.3M
PIA
147
Panoramic Investment Advisors
Colorado
$6.29M
BAMG
148
Brand Asset Management Group
Missouri
$6.29M
SS
149
Sunbelt Securities
Texas
$6.26M
Fidelity Investments
150
Fidelity Investments
Massachusetts
$6.24M