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Schwab US Large-Cap Value ETF

859 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, 333 increasing their positions, 293 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
859
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 +$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
IAIM
576
International Assets Investment Management
Florida
$379K
ML
577
Mayport LLC
Massachusetts
$379K
Brown Advisory
578
Brown Advisory
Maryland
$379K
HIIFS
579
Harel Insurance Investments & Financial Services
Israel
$378K
CHA
580
Cooper/Haims Advisors
New York
$374K
GCM
581
G2 Capital Management
Ohio
$373K
BMCM
582
Bryn Mawr Capital Management
Pennsylvania
$372K
VCA
583
Verdence Capital Advisors
Maryland
$370K
MCM
584
Mengis Capital Management
Oregon
$369K
PAYA
585
Phil A. Younker & Associates
Alaska
$369K
SWA
586
Sterling Wealth Advisors
Florida
$367K
AIA
587
Allied Investment Advisors
Montana
$362K
MCP
588
Mirador Capital Partners
California
$362K
IAA
589
Independent Advisor Alliance
North Carolina
$361K
EPM
590
Elm Partners Management
Pennsylvania
$356K
HC
591
Hurley Capital
New York
$355K
CA
592
Cambridge Advisors
Nebraska
$355K
MAM
593
Marotta Asset Management
Virginia
$354K
CFG
594
Chapman Financial Group
Hawaii
$354K
CTA
595
Chesley Taft & Associates
Illinois
$353K
AIM
596
AHL Investment Management
Florida
$353K
SPC
597
Sigma Planning Corp
Michigan
$351K
QHA
598
Quarry Hill Advisors
Minnesota
$348K
PA
599
PFG Advisors
Arizona
$345K
CAP
600
Columbia Advisory Partners
Washington
$342K