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Schwab US Large-Cap Value ETF

861 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, 335 increasing their positions, 293 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
861
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
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
IP
726
Ignite Planners
California
$206K
LEFP
727
Leading Edge Financial Planning
Tennessee
$206K
AP
728
Appleton Partners
Massachusetts
$205K
CA
729
CoreCap Advisors
Michigan
$203K
FFA
730
First Foundation Advisors
California
$201K
SWA
731
Serenus Wealth Advisors
California
$201K
GA
732
GoalVest Advisory
New York
$200K
SIC
733
Salem Investment Counselors
North Carolina
$197K
FVIM
734
Fort Vancouver Investment Management
Washington
$197K
BIA
735
Bell Investment Advisors
California
$189K
CCM
736
Chilton Capital Management
Texas
$186K
LB
737
Legacy Bridge
Iowa
$185K
WPA
738
West Paces Advisors
Georgia
$183K
VNA
739
Valley National Advisers
Pennsylvania
$177K
RF
740
Robbins Farley
New Hampshire
$172K
AAS
741
Ameritas Advisory Services
Nebraska
$169K
AG
742
AmeriFlex Group
Nevada
$168K
SIS
743
Strategic Investment Solutions
Illinois
$160K
AIA
744
Arcadia Investment Advisors
Idaho
$154K
CAM
745
Costello Asset Management
Pennsylvania
$152K
MIA
746
MeadowBrook Investment Advisors
Michigan
$146K
HFS
747
Hantz Financial Services
Michigan
$141K
SC
748
SouthState Corp
Florida
$140K
KSB
749
Kennebec Savings Bank
Maine
$135K
PTC
750
Private Trust Company
Ohio
$133K