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Schwab US Large-Cap Value ETF

861 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, 335 increasing their positions, 293 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
861
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
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
PFGIA
426
Patriot Financial Group Insurance Agency
Massachusetts
$813K
KCM
427
Kathmere Capital Management
Pennsylvania
$812K
PAS
428
Park Avenue Securities
New York
$810K
SPI
429
Santori & Peters Inc
Pennsylvania
$807K
EA
430
Enclave Advisors
Texas
$803K
BFO
431
Biltmore Family Office
North Carolina
$802K
SEIA
432
Signature Estate & Investment Advisors
California
$776K
UB
433
UMB Bank
Missouri
$770K
PNC Financial Services Group
434
PNC Financial Services Group
Pennsylvania
$769K
LAM
435
L2 Asset Management
Massachusetts
$769K
WDL
436
Well Done LLC
Michigan
$765K
NAMNJ
437
NorthStar Asset Management (New Jersey)
New Jersey
$759K
EHC
438
Everett Harris & Co
California
$757K
WAM
439
WNY Asset Management
New York
$745K
RSWA
440
Robinson Smith Wealth Advisors
Maine
$741K
SPL
441
Smart Portfolios LLC
Washington
$738K
NCFG
442
New Century Financial Group
New Jersey
$728K
Bank of Montreal
443
Bank of Montreal
Ontario, Canada
$728K
Comerica Bank
444
Comerica Bank
Texas
$718K
SQA
445
Simon Quick Advisors
New Jersey
$715K
BJL
446
Brighton Jones LLC
Washington
$715K
HWA
447
HHM Wealth Advisors
Tennessee
$714K
CIP
448
Capital Insight Partners
Arizona
$713K
BIP
449
Blueprint Investment Partners
North Carolina
$712K
AA
450
Aire Advisors
California
$710K