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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
AIC
801
Archer Investment Corporation
Indiana
$11.9K
PIP
802
Peachtree Investment Partners
Florida
$11.5K
SC
803
Stephens Consulting
Michigan
$11.4K
Fifth Third Bancorp
804
Fifth Third Bancorp
Ohio
$10.6K
RF
805
Rossby Financial
Florida
$10.5K
MBFW
806
Morton Brown Family Wealth
Pennsylvania
$10.3K
GWSG
807
GPS Wealth Strategies Group
Colorado
$10.2K
CA
808
Crewe Advisors
Utah
$9.52K
OP
809
ORG Partners
Indiana
$9.47K
RJA
810
Ross\Johnson & Associates
Minnesota
$9.23K
AWM
811
Aberdeen Wealth Management
Illinois
$8.73K
CMA
812
Cedar Mountain Advisors
Oregon
$8.7K
AUB
813
Atlantic Union Bankshares
Virginia
$8.44K
CFP
814
Comprehensive Financial Planning
Pennsylvania
$8.38K
PPC
815
Park Place Capital
Alabama
$8.21K
AP
816
Atwood & Palmer
Missouri
$7.86K
LI
817
LRI Investments
Florida
$7.6K
HIA
818
Harbor Investment Advisory
Maryland
$6.55K
HHGA
819
Halbert Hargrove Global Advisors
California
$6.46K
GJIA
820
Glass Jacobson Investment Advisors
Maryland
$5.5K
FDW
821
Fourth Dimension Wealth
Ohio
$4.6K
QC
822
Quent Capital
New York
$4.45K
BAM
823
Bellevue Asset Management
Washington
$4.45K
PWMG
824
Private Wealth Management Group
New Jersey
$3.93K
IW
825
Imprint Wealth
South Carolina
$3.32K