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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
Natixis Advisors
551
Natixis Advisors
Massachusetts
$409K
SC
552
Schoolcraft Capital
Colorado
$408K
SSW
553
Stone Summit Wealth
Florida
$408K
TLA
554
Tanglewood Legacy Advisors
Texas
$406K
IFPL
555
Investments & Financial Planning LLC
Kentucky
$404K
USCWA
556
U.S. Capital Wealth Advisors
Texas
$403K
TVM
557
True Vision MN
Minnesota
$400K
CRFG
558
Columbia River Financial Group
Washington
$398K
CFG
559
Certior Financial Group
Pennsylvania
$397K
FCA
560
FLC Capital Advisors
California
$394K
ABC
561
Associated Banc-Corp
Wisconsin
$391K
LF
562
LifeSteps Financial
California
$391K
MA
563
MONECO Advisors
Connecticut
$389K
VDI
564
Vaughan David Investments
Illinois
$388K
WP
565
Westmount Partners
California
$387K
PIMG
566
Patriot Investment Management Group
Tennessee
$386K
MWP
567
Meredith Wealth Planning
Illinois
$385K
FA
568
FF Advisors
California
$383K
SWA
569
Sightline Wealth Advisors
Connecticut
$381K
FFA
570
Fi3 Financial Advisors
Indiana
$381K
IAIM
571
International Assets Investment Management
Florida
$379K
ML
572
Mayport LLC
Massachusetts
$379K
Brown Advisory
573
Brown Advisory
Maryland
$379K
HIIFS
574
Harel Insurance Investments & Financial Services
Israel
$378K
CHA
575
Cooper/Haims Advisors
New York
$374K