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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
VCM
751
Versant Capital Management
Arizona
$66.5K
HFS
752
Horizon Financial Services
North Carolina
$65.3K
CT
753
Caldwell Trust
Florida
$65.1K
SRCM
754
Signature Resources Capital Management
California
$64.8K
HDIM
755
Hanson & Doremus Investment Management
Vermont
$63K
TFGT
756
TS Financial Group (TSFG)
Illinois
$61K
UFPG
757
United Financial Planning Group
New York
$61K
MIM
758
MTM Investment Management
South Carolina
$60.7K
JFA
759
JNBA Financial Advisors
Minnesota
$60.2K
PFM
760
Phillips Financial Management
Indiana
$59.4K
VWM
761
Vermillion Wealth Management
Minnesota
$58.5K
PC
762
Promus Capital
Illinois
$57.9K
SWM
763
Spire Wealth Management
Virginia
$53.3K
PK
764
Pflug Koory
Nebraska
$51.2K
RFG
765
REAP Financial Group
Texas
$48.1K
KFI
766
Key Financial Inc
Pennsylvania
$47.3K
BCM
767
Blume Capital Management
California
$43.7K
WTC
768
WhitTier Trust Company
Nevada
$43.5K
NG
769
NWK Group
California
$41.2K
CFO
770
CVA Family Office
Colorado
$41K
HWM
771
Horizons Wealth Management
North Carolina
$38.5K
FCT
772
Family Capital Trust
Massachusetts
$37.8K
MSFP
773
Mark Sheptoff Financial Planning
Connecticut
$37.1K
AWM
774
Abound Wealth Management
Tennessee
$36.4K
T
775
Tidemark
California
$34.9K