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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
BFO
426
Biltmore Family Office
North Carolina
$802K
SEIA
427
Signature Estate & Investment Advisors
California
$776K
UB
428
UMB Bank
Missouri
$770K
PNC Financial Services Group
429
PNC Financial Services Group
Pennsylvania
$769K
LAM
430
L2 Asset Management
Massachusetts
$769K
WDL
431
Well Done LLC
Michigan
$765K
NAMNJ
432
NorthStar Asset Management (New Jersey)
New Jersey
$759K
EHC
433
Everett Harris & Co
California
$757K
WAM
434
WNY Asset Management
New York
$745K
RSWA
435
Robinson Smith Wealth Advisors
Maine
$741K
SPL
436
Smart Portfolios LLC
Washington
$738K
NCFG
437
New Century Financial Group
New Jersey
$728K
Bank of Montreal
438
Bank of Montreal
Ontario, Canada
$728K
Comerica Bank
439
Comerica Bank
Texas
$718K
SQA
440
Simon Quick Advisors
New Jersey
$715K
BJL
441
Brighton Jones LLC
Washington
$715K
HWA
442
HHM Wealth Advisors
Tennessee
$714K
CIP
443
Capital Insight Partners
Arizona
$713K
BIP
444
Blueprint Investment Partners
North Carolina
$712K
AA
445
Aire Advisors
California
$710K
PS
446
Principal Securities
Iowa
$708K
TCM
447
Towercrest Capital Management
Pennsylvania
$706K
AWMG
448
Alliance Wealth Management Group
New Jersey
$706K
MAG
449
Mayfair Advisory Group
Alabama
$703K
GWM
450
GSB Wealth Management
Connecticut
$703K