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Schwab US Large-Cap Value ETF

841 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, 328 increasing their positions, 280 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
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
DT
651
Diversified Trust
Tennessee
$253K
TWM
652
TCFG Wealth Management
California
$252K
ZIC
653
ZWJ Investment Counsel
Georgia
$252K
AWM
654
Aprio Wealth Management
Georgia
$251K
BLFG
655
Brian Low Financial Group
Louisiana
$248K
MC
656
Matisse Capital
Oregon
$248K
WHCFA
657
William Howard & Co Financial Advisors
Tennessee
$245K
OAM
658
Oppenheimer Asset Management
New York
$244K
FWM
659
Focused Wealth Management
New York
$242K
LFS
660
Lutz Financial Services
Nebraska
$241K
TIAA Trust, National Association
661
TIAA Trust, National Association
North Carolina
$240K
HAP
662
Harbor Asset Planning
Massachusetts
$239K
GI
663
GS Investments
Minnesota
$239K
AA
664
Advisory Alpha
Michigan
$238K
CFO
665
Collective Family Office
Pennsylvania
$238K
PWM
666
Penobscot Wealth Management
Maine
$237K
AIM
667
Anchor Investment Management
South Carolina
$237K
AG
668
Advocate Group
Minnesota
$236K
AC
669
AlphaCore Capital
California
$235K
RWM
670
Rialto Wealth Management
New York
$234K
LSL
671
Legacy Solutions LLC
Pennsylvania
$232K
CAMG
672
CWA Asset Management Group
Florida
$231K
FG
673
Foster Group
Iowa
$230K
CAM
674
Clark Asset Management
New Hampshire
$229K
HIP
675
HUB Investment Partners
Texas
$229K