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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
Koshinski Asset Management
351
Koshinski Asset Management
Illinois
$1.23M
SA
352
Sanctuary Advisors
Indiana
$1.21M
William Blair & Company
353
William Blair & Company
Illinois
$1.21M
HTC
354
Haverford Trust Company
Pennsylvania
$1.19M
Kovitz Investment Group Partners
355
Kovitz Investment Group Partners
Illinois
$1.18M
QCM
356
Quantinno Capital Management
New York
$1.18M
CCC
357
Compass Capital Corp
Massachusetts
$1.18M
KC
358
Knuff & Co
California
$1.18M
PAG
359
Private Advisor Group
New Jersey
$1.18M
GWM
360
Geneos Wealth Management
Colorado
$1.16M
FCB
361
First County Bank
Connecticut
$1.16M
SWP
362
Strategic Wealth Partners
Ohio
$1.15M
LFG
363
Larson Financial Group
Missouri
$1.15M
JF
364
Joule Financial
Kentucky
$1.13M
CAAM
365
Cornerstone Advisors Asset Management
Pennsylvania
$1.12M
AIM
366
Athena Investment Management
California
$1.12M
HI
367
Hoey Investments
Pennsylvania
$1.11M
SG
368
StoneX Group
New York
$1.09M
BEI
369
Benjamin Edwards Inc
Missouri
$1.08M
AFP
370
Ausdal Financial Partners
Iowa
$1.07M
FIA
371
Foundations Investment Advisors
Arizona
$1.06M
BCWM
372
Bartlett & Co Wealth Management
Ohio
$1.06M
VST
373
Van Strum & Towne
California
$1.04M
TA
374
Tactive Advisors
Florida
$1.03M
CWM
375
Chesapeake Wealth Management
Virginia
$1.03M