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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
AIA
726
Arcadia Investment Advisors
Idaho
$154K
CAM
727
Costello Asset Management
Pennsylvania
$152K
MIA
728
MeadowBrook Investment Advisors
Michigan
$146K
HFS
729
Hantz Financial Services
Michigan
$141K
SC
730
SouthState Corp
Florida
$140K
KSB
731
Kennebec Savings Bank
Maine
$135K
PTC
732
Private Trust Company
Ohio
$133K
MTIC
733
Missouri Trust & Investment Company
Missouri
$130K
TCM
734
TD Capital Management
Tennessee
$129K
PB
735
Pinnacle Bancorp
Nebraska
$125K
LBC
736
Lowe Brockenbrough & Co
Virginia
$122K
SA
737
SRH Advisors
Kansas
$121K
Qube Research & Technologies (QRT)
738
Qube Research & Technologies (QRT)
United Kingdom
$120K
MAM
739
MMA Asset Management
Pennsylvania
$109K
CFB
740
Cullen/Frost Bankers
Texas
$102K
HR
741
Howe & Rusling
New York
$100K
KFPC
742
KERR FINANCIAL PLANNING Corp
California
$96.8K
CBT
743
Crews Bank & Trust
Florida
$92.7K
RFP
744
Root Financial Partners
California
$91.5K
EK
745
Evensky & Katz
Florida
$89K
MHR
746
Matthew Hamilton Rosenberg
$87.3K
CNBTD
747
Citizens National Bank Trust Department
Mississippi
$86.3K
KA
748
Kozak & Associates
Colorado
$82.4K
AA
749
Ancora Advisors
Ohio
$80.6K
EPAM
750
Evelyn Partners Asset Management
$77.6K