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Schwab US Large-Cap Value ETF

859 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, 333 increasing their positions, 293 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
859
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 +$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
AP
726
Appleton Partners
Massachusetts
$205K
CA
727
CoreCap Advisors
Michigan
$203K
FFA
728
First Foundation Advisors
California
$201K
SWA
729
Serenus Wealth Advisors
California
$201K
GA
730
GoalVest Advisory
New York
$200K
SIC
731
Salem Investment Counselors
North Carolina
$197K
FVIM
732
Fort Vancouver Investment Management
Washington
$197K
BIA
733
Bell Investment Advisors
California
$189K
CCM
734
Chilton Capital Management
Texas
$186K
LB
735
Legacy Bridge
Iowa
$185K
WPA
736
West Paces Advisors
Georgia
$183K
VNA
737
Valley National Advisers
Pennsylvania
$177K
RF
738
Robbins Farley
New Hampshire
$172K
AAS
739
Ameritas Advisory Services
Nebraska
$169K
AG
740
AmeriFlex Group
Nevada
$168K
SIS
741
Strategic Investment Solutions
Illinois
$160K
AIA
742
Arcadia Investment Advisors
Idaho
$154K
CAM
743
Costello Asset Management
Pennsylvania
$152K
MIA
744
MeadowBrook Investment Advisors
Michigan
$146K
HFS
745
Hantz Financial Services
Michigan
$141K
SC
746
SouthState Corp
Florida
$140K
KSB
747
Kennebec Savings Bank
Maine
$135K
PTC
748
Private Trust Company
Ohio
$133K
MTIC
749
Missouri Trust & Investment Company
Missouri
$130K
TCM
750
TD Capital Management
Tennessee
$129K