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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
DADC
401
D.A. Davidson & Co
Montana
$868K
PCWA
402
Pacific Capital Wealth Advisors
California
$865K
JIC
403
Johnson Investment Counsel
Ohio
$855K
HBW
404
Hazlett, Burt & Watson
West Virginia
$853K
KFA
405
Kelleher Financial Advisors
New York
$851K
SA
406
Sovran Advisors
California
$847K
MAM
407
Marquette Asset Management
Minnesota
$837K
BWP
408
Bernardo Wealth Planning
Pennsylvania
$837K
IF
409
Ironwood Financial
Arizona
$836K
GT
410
Greenleaf Trust
Michigan
$834K
SPIA
411
Steward Partners Investment Advisory
New York
$825K
BFS
412
Burkett Financial Services
South Carolina
$821K
WA
413
WPG Advisers
Maryland
$818K
SCA
414
Stonebridge Capital Advisors
Minnesota
$817K
PFGIA
415
Patriot Financial Group Insurance Agency
Massachusetts
$813K
KCM
416
Kathmere Capital Management
Pennsylvania
$812K
PAS
417
Park Avenue Securities
New York
$810K
SPI
418
Santori & Peters Inc
Pennsylvania
$807K
EA
419
Enclave Advisors
Texas
$803K
BFO
420
Biltmore Family Office
North Carolina
$802K
SEIA
421
Signature Estate & Investment Advisors
California
$776K
UB
422
UMB Bank
Missouri
$770K
PNC Financial Services Group
423
PNC Financial Services Group
Pennsylvania
$769K
LAM
424
L2 Asset Management
Massachusetts
$769K
WDL
425
Well Done LLC
Michigan
$765K