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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
FCM
701
Firestone Capital Management
Florida
$213K
HF
702
HRT Financial
New York
$212K
FSBI
703
Fearless Solutions (Best Invest)
Texas
$210K
BAM
704
Belpointe Asset Management
Nevada
$210K
GI
705
GAMMA Investing
California
$210K
MNA
706
Manning & Napier Advisors
New York
$210K
RMP
707
Richards, Merrill & Peterson
Washington
$209K
PIM
708
Pullen Investment Management
Florida
$209K
VA
709
Valmark Advisers
Ohio
$209K
IP
710
Ignite Planners
California
$206K
LEFP
711
Leading Edge Financial Planning
Tennessee
$206K
AP
712
Appleton Partners
Massachusetts
$205K
CA
713
CoreCap Advisors
Michigan
$203K
FFA
714
First Foundation Advisors
California
$201K
SWA
715
Serenus Wealth Advisors
California
$201K
GA
716
GoalVest Advisory
New York
$200K
SIC
717
Salem Investment Counselors
North Carolina
$197K
FVIM
718
Fort Vancouver Investment Management
Washington
$197K
BIA
719
Bell Investment Advisors
California
$189K
CCM
720
Chilton Capital Management
Texas
$186K
LB
721
Legacy Bridge
Iowa
$185K
WPA
722
West Paces Advisors
Georgia
$183K
VNA
723
Valley National Advisers
Pennsylvania
$177K
RF
724
Robbins Farley
New Hampshire
$172K
AAS
725
Ameritas Advisory Services
Nebraska
$169K