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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
TVM
551
True Vision MN
Minnesota
$400K
CRFG
552
Columbia River Financial Group
Washington
$398K
CFG
553
Certior Financial Group
Pennsylvania
$397K
FCA
554
FLC Capital Advisors
California
$394K
ABC
555
Associated Banc-Corp
Wisconsin
$391K
LF
556
LifeSteps Financial
California
$391K
MA
557
MONECO Advisors
Connecticut
$389K
VDI
558
Vaughan David Investments
Illinois
$388K
WP
559
Westmount Partners
California
$387K
PIMG
560
Patriot Investment Management Group
Tennessee
$386K
MWP
561
Meredith Wealth Planning
Illinois
$385K
FA
562
FF Advisors
California
$383K
SWA
563
Sightline Wealth Advisors
Connecticut
$381K
FFA
564
Fi3 Financial Advisors
Indiana
$381K
IAIM
565
International Assets Investment Management
Florida
$379K
ML
566
Mayport LLC
Massachusetts
$379K
Brown Advisory
567
Brown Advisory
Maryland
$379K
HIIFS
568
Harel Insurance Investments & Financial Services
Israel
$378K
CHA
569
Cooper/Haims Advisors
New York
$374K
GCM
570
G2 Capital Management
Ohio
$373K
BMCM
571
Bryn Mawr Capital Management
Pennsylvania
$372K
VCA
572
Verdence Capital Advisors
Maryland
$370K
MCM
573
Mengis Capital Management
Oregon
$369K
PAYA
574
Phil A. Younker & Associates
Alaska
$369K
SWA
575
Sterling Wealth Advisors
Florida
$367K