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Schwab US Large-Cap Value ETF

850 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, 330 increasing their positions, 286 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
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
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
726
Chilton Capital Management
Texas
$186K
LB
727
Legacy Bridge
Iowa
$185K
WPA
728
West Paces Advisors
Georgia
$183K
VNA
729
Valley National Advisers
Pennsylvania
$177K
RF
730
Robbins Farley
New Hampshire
$172K
AAS
731
Ameritas Advisory Services
Nebraska
$169K
AG
732
AmeriFlex Group
Nevada
$168K
SIS
733
Strategic Investment Solutions
Illinois
$160K
AIA
734
Arcadia Investment Advisors
Idaho
$154K
CAM
735
Costello Asset Management
Pennsylvania
$152K
MIA
736
MeadowBrook Investment Advisors
Michigan
$146K
HFS
737
Hantz Financial Services
Michigan
$141K
SC
738
SouthState Corp
Florida
$140K
KSB
739
Kennebec Savings Bank
Maine
$135K
PTC
740
Private Trust Company
Ohio
$133K
MTIC
741
Missouri Trust & Investment Company
Missouri
$130K
TCM
742
TD Capital Management
Tennessee
$129K
PB
743
Pinnacle Bancorp
Nebraska
$125K
LBC
744
Lowe Brockenbrough & Co
Virginia
$122K
SA
745
SRH Advisors
Kansas
$121K
Qube Research & Technologies (QRT)
746
Qube Research & Technologies (QRT)
United Kingdom
$120K
MAM
747
MMA Asset Management
Pennsylvania
$109K
CFB
748
Cullen/Frost Bankers
Texas
$102K
HR
749
Howe & Rusling
New York
$100K
KFP
750
Kerr Financial Planning
California
$96.8K