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Schwab US Large-Cap Value ETF

859 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, 333 increasing their positions, 293 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
859
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 +$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
PAS
426
Park Avenue Securities
New York
$810K
SPI
427
Santori & Peters Inc
Pennsylvania
$807K
EA
428
Enclave Advisors
Texas
$803K
BFO
429
Biltmore Family Office
North Carolina
$802K
SEIA
430
Signature Estate & Investment Advisors
California
$776K
UB
431
UMB Bank
Missouri
$770K
PNC Financial Services Group
432
PNC Financial Services Group
Pennsylvania
$769K
LAM
433
L2 Asset Management
Massachusetts
$769K
WDL
434
Well Done LLC
Michigan
$765K
NAMNJ
435
NorthStar Asset Management (New Jersey)
New Jersey
$759K
EHC
436
Everett Harris & Co
California
$757K
WAM
437
WNY Asset Management
New York
$745K
RSWA
438
Robinson Smith Wealth Advisors
Maine
$741K
SPL
439
Smart Portfolios LLC
Washington
$738K
NCFG
440
New Century Financial Group
New Jersey
$728K
Bank of Montreal
441
Bank of Montreal
Ontario, Canada
$728K
Comerica Bank
442
Comerica Bank
Texas
$718K
SQA
443
Simon Quick Advisors
New Jersey
$715K
BJL
444
Brighton Jones LLC
Washington
$715K
HWA
445
HHM Wealth Advisors
Tennessee
$714K
CIP
446
Capital Insight Partners
Arizona
$713K
BIP
447
Blueprint Investment Partners
North Carolina
$712K
AA
448
Aire Advisors
California
$710K
PS
449
Principal Securities
Iowa
$708K
WF
450
Womack Financial
Texas
$706K