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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
PB
751
Pinnacle Bancorp
Nebraska
$125K
LBC
752
Lowe Brockenbrough & Co
Virginia
$122K
SA
753
SRH Advisors
Kansas
$121K
Qube Research & Technologies (QRT)
754
Qube Research & Technologies (QRT)
United Kingdom
$120K
MAM
755
MMA Asset Management
Pennsylvania
$109K
CFB
756
Cullen/Frost Bankers
Texas
$102K
HR
757
Howe & Rusling
New York
$100K
KFP
758
Kerr Financial Planning
California
$96.8K
CBT
759
Crews Bank & Trust
Florida
$92.7K
RFP
760
Root Financial Partners
California
$91.5K
EK
761
Evensky & Katz
Florida
$89K
MHR
762
Matthew Hamilton Rosenberg
$87.3K
CNBTD
763
Citizens National Bank Trust Department
Mississippi
$86.3K
KA
764
Kozak & Associates
Colorado
$82.4K
AA
765
Ancora Advisors
Ohio
$80.6K
EPAM
766
Evelyn Partners Asset Management
$77.6K
VCM
767
Versant Capital Management
Arizona
$66.5K
HFS
768
Horizon Financial Services
North Carolina
$65.3K
CT
769
Caldwell Trust
Florida
$65.1K
SRCM
770
Signature Resources Capital Management
California
$64.8K
HDIM
771
Hanson & Doremus Investment Management
Vermont
$63K
TFGT
772
TS Financial Group (TSFG)
Illinois
$61K
UFPG
773
United Financial Planning Group
New York
$61K
MIM
774
MTM Investment Management
South Carolina
$60.7K
JFA
775
JNBA Financial Advisors
Minnesota
$60.2K