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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
CBT
751
Crews Bank & Trust
Florida
$92.7K
RFP
752
Root Financial Partners
California
$91.5K
EK
753
Evensky & Katz
Florida
$89K
MHR
754
Matthew Hamilton Rosenberg
$87.3K
CNBTD
755
Citizens National Bank Trust Department
Mississippi
$86.3K
KA
756
Kozak & Associates
Colorado
$82.4K
AA
757
Ancora Advisors
Ohio
$80.6K
EPAM
758
Evelyn Partners Asset Management
$77.6K
VCM
759
Versant Capital Management
Arizona
$66.5K
HFS
760
Horizon Financial Services
North Carolina
$65.3K
CT
761
Caldwell Trust
Florida
$65.1K
SRCM
762
Signature Resources Capital Management
California
$64.8K
HDIM
763
Hanson & Doremus Investment Management
Vermont
$63K
TFGT
764
TS Financial Group (TSFG)
Illinois
$61K
UFPG
765
United Financial Planning Group
New York
$61K
MIM
766
MTM Investment Management
South Carolina
$60.7K
JFA
767
JNBA Financial Advisors
Minnesota
$60.2K
PFM
768
Phillips Financial Management
Indiana
$59.4K
VWM
769
Vermillion Wealth Management
Minnesota
$58.5K
PC
770
Promus Capital
Illinois
$57.9K
SWM
771
Spire Wealth Management
Virginia
$53.3K
PK
772
Pflug Koory
Nebraska
$51.2K
RFG
773
REAP Financial Group
Texas
$48.1K
KFI
774
Key Financial Inc
Pennsylvania
$47.3K
BCM
775
Blume Capital Management
California
$43.7K