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Schwab US Large-Cap Value ETF

861 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, 335 increasing their positions, 293 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
861
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
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
SWA
576
Sightline Wealth Advisors
Connecticut
$381K
FFA
577
Fi3 Financial Advisors
Indiana
$381K
IAIM
578
International Assets Investment Management
Florida
$379K
ML
579
Mayport LLC
Massachusetts
$379K
Brown Advisory
580
Brown Advisory
Maryland
$379K
HIIFS
581
Harel Insurance Investments & Financial Services
Israel
$378K
CHA
582
Cooper/Haims Advisors
New York
$374K
GCM
583
G2 Capital Management
Ohio
$373K
BMCM
584
Bryn Mawr Capital Management
Pennsylvania
$372K
VCA
585
Verdence Capital Advisors
Maryland
$370K
MCM
586
Mengis Capital Management
Oregon
$369K
PAYA
587
Phil A. Younker & Associates
Alaska
$369K
SWA
588
Sterling Wealth Advisors
Florida
$367K
AIA
589
Allied Investment Advisors
Montana
$362K
MCP
590
Mirador Capital Partners
California
$362K
IAA
591
Independent Advisor Alliance
North Carolina
$361K
EPM
592
Elm Partners Management
Pennsylvania
$356K
HC
593
Hurley Capital
New York
$355K
CA
594
Cambridge Advisors
Nebraska
$355K
MAM
595
Marotta Asset Management
Virginia
$354K
CFG
596
Chapman Financial Group
Hawaii
$354K
CTA
597
Chesley Taft & Associates
Illinois
$353K
AIM
598
AHL Investment Management
Florida
$353K
SPC
599
Sigma Planning Corp
Michigan
$351K
QHA
600
Quarry Hill Advisors
Minnesota
$348K