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Schwab US Large-Cap Value ETF

842 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, 329 increasing their positions, 280 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
842
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

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
SWA
576
Sterling Wealth Advisors
Florida
$367K
AIA
577
Allied Investment Advisors
Montana
$362K
MCP
578
Mirador Capital Partners
California
$362K
IAA
579
Independent Advisor Alliance
North Carolina
$361K
EPM
580
Elm Partners Management
Pennsylvania
$356K
HC
581
Hurley Capital
New York
$355K
CA
582
Cambridge Advisors
Nebraska
$355K
MAM
583
Marotta Asset Management
Virginia
$354K
CFG
584
Chapman Financial Group
Hawaii
$354K
CTA
585
Chesley Taft & Associates
Illinois
$353K
AIM
586
AHL Investment Management
Florida
$353K
SPC
587
Sigma Planning Corp
Michigan
$351K
QHA
588
Quarry Hill Advisors
Minnesota
$348K
PA
589
PFG Advisors
Arizona
$345K
CAP
590
Columbia Advisory Partners
Washington
$342K
AAM
591
Austin Asset Management
Texas
$342K
ACA
592
Aptus Capital Advisors
Alabama
$341K
CD
593
Chapin Davis
Maryland
$339K
AI
594
Atria Investments
North Carolina
$339K
CF
595
Centaurus Financial
California
$336K
LA
596
LWM Advisors
California
$335K
MGW
597
MB Generational Wealth
Washington
$334K
PWMG
598
Prestige Wealth Management Group
New Jersey
$334K
AIA
599
AIMZ Investment Advisors
California
$332K
EAM
600
Evanson Asset Management
California
$329K