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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
MTIC
751
Missouri Trust & Investment Company
Missouri
$130K
TCM
752
TD Capital Management
Tennessee
$129K
PB
753
Pinnacle Bancorp
Nebraska
$125K
LBC
754
Lowe Brockenbrough & Co
Virginia
$122K
SA
755
SRH Advisors
Kansas
$121K
Qube Research & Technologies (QRT)
756
Qube Research & Technologies (QRT)
United Kingdom
$120K
MAM
757
MMA Asset Management
Pennsylvania
$109K
CFB
758
Cullen/Frost Bankers
Texas
$102K
HR
759
Howe & Rusling
New York
$100K
KFP
760
Kerr Financial Planning
California
$96.8K
CBT
761
Crews Bank & Trust
Florida
$92.7K
RFP
762
Root Financial Partners
California
$91.5K
EK
763
Evensky & Katz
Florida
$89K
MHR
764
Matthew Hamilton Rosenberg
$87.3K
CNBTD
765
Citizens National Bank Trust Department
Mississippi
$86.3K
KA
766
Kozak & Associates
Colorado
$82.4K
AA
767
Ancora Advisors
Ohio
$80.6K
EPAM
768
Evelyn Partners Asset Management
$77.6K
VCM
769
Versant Capital Management
Arizona
$66.5K
HFS
770
Horizon Financial Services
North Carolina
$65.3K
CT
771
Caldwell Trust
Florida
$65.1K
SRCM
772
Signature Resources Capital Management
California
$64.8K
HDIM
773
Hanson & Doremus Investment Management
Vermont
$63K
TFGT
774
TS Financial Group (TSFG)
Illinois
$61K
UFPG
775
United Financial Planning Group
New York
$61K