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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
GCM
576
G2 Capital Management
Ohio
$373K
BMCM
577
Bryn Mawr Capital Management
Pennsylvania
$372K
VCA
578
Verdence Capital Advisors
Maryland
$370K
MCM
579
Mengis Capital Management
Oregon
$369K
PAYA
580
Phil A. Younker & Associates
Alaska
$369K
SWA
581
Sterling Wealth Advisors
Florida
$367K
AIA
582
Allied Investment Advisors
Montana
$362K
MCP
583
Mirador Capital Partners
California
$362K
IAA
584
Independent Advisor Alliance
North Carolina
$361K
EPM
585
Elm Partners Management
Pennsylvania
$356K
HC
586
Hurley Capital
New York
$355K
CA
587
Cambridge Advisors
Nebraska
$355K
MAM
588
Marotta Asset Management
Virginia
$354K
CFG
589
Chapman Financial Group
Hawaii
$354K
CTA
590
Chesley Taft & Associates
Illinois
$353K
AIM
591
AHL Investment Management
Florida
$353K
SPC
592
Sigma Planning Corp
Michigan
$351K
QHA
593
Quarry Hill Advisors
Minnesota
$348K
PA
594
PFG Advisors
Arizona
$345K
CAP
595
Columbia Advisory Partners
Washington
$342K
AAM
596
Austin Asset Management
Texas
$342K
ACA
597
Aptus Capital Advisors
Alabama
$341K
CD
598
Chapin Davis
Maryland
$339K
AI
599
Atria Investments
North Carolina
$339K
CF
600
Centaurus Financial
California
$336K