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Schwab US Large-Cap Value ETF

841 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, 328 increasing their positions, 280 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
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

Top Sellers

1 -$27.7M
2 -$20.5M
3 -$15.5M
4
BHB
Bank Hapoalim BM
Israel
-$13.4M
5
RF
rebel Financial
Ohio
-$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CW
276
CreativeOne Wealth
Kansas
$2.08M
DSC
277
Duncker Streett & Co
Missouri
$2.07M
C
278
Certuity
Florida
$2.04M
M
279
MYeCFO
California
$2.01M
BL
280
BCWM LLC
Kansas
$1.99M
BFG
281
Bleakley Financial Group
New Jersey
$1.98M
IC
282
IEQ Capital
California
$1.96M
EA
283
Emerald Advisors
Washington
$1.95M
LAIC
284
Lederer & Associates Investment Counsel
California
$1.94M
RPGK
285
Retirement Planning Group (Kansas)
Kansas
$1.93M
RWM
286
Ritholtz Wealth Management
New York
$1.85M
MMA
287
Miracle Mile Advisors
California
$1.84M
MFT
288
Moisand Fitzgerald Tamayo
Florida
$1.82M
AWM
289
Apollon Wealth Management
South Carolina
$1.79M
SA
290
Stewardship Advisors
Pennsylvania
$1.78M
Janney Montgomery Scott
291
Janney Montgomery Scott
Pennsylvania
$1.75M
AIM
292
Avity Investment Management
Connecticut
$1.75M
AT
293
American Trust
Kentucky
$1.73M
BIA
294
Bigelow Investment Advisors
Maine
$1.72M
SCM
295
SCS Capital Management
Massachusetts
$1.72M
PA
296
Parallel Advisors
California
$1.7M
CA
297
CGN Advisors
Kansas
$1.7M
AQR Capital Management
298
AQR Capital Management
Connecticut
$1.69M
S
299
SignatureFD
Georgia
$1.66M
RI
300
Ridgewood Investments
New Jersey
$1.62M