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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
AGWCA
826
Annis Gardner Whiting Capital Advisors
Florida
$2.91K
AIA
827
Armor Investment Advisors
North Carolina
$2.88K
TPCW
828
TD Private Client Wealth
New York
$2.79K
RA
829
Rise Advisors
New York
$2.77K
HPIA
830
Hamilton Point Investment Advisors
North Carolina
$1.75K
NMG
831
New Millennium Group
Utah
$1.75K
CCMW
832
Cypress Capital Management (Wyoming)
Wyoming
$1.31K
HFS
833
Hopwood Financial Services
Virginia
$1.25K
TCOV
834
Trust Company of Vermont
Vermont
$1.08K
CMP
835
Coston McIsaac & Partners
Maine
$1K
BFPW
836
BOK Financial Private Wealth
Colorado
$874
AWM
837
Activest Wealth Management
Florida
$844
WWM
838
Wolff Wiese Magana
California
$583
GGI
839
Godsey & Gibb Inc
Virginia
$437
IF
840
Integrity Financial
Wyoming
$262
SWA
841
SOA Wealth Advisors
New York
$138
SAS
842
Spurstone Advisory Services
Connecticut
$87
TFA
843
Teamwork Financial Advisors
Texas
BHB
844
Bank Hapoalim BM
Israel
CI
845
Conning Inc
Connecticut
SW
846
SteelPeak Wealth
California
VBWMG
847
Von Berge Wealth Management Group
California
ZI
848
ZEGA Investments
Florida
CPA
849
Compass Planning Associates
Massachusetts
ECM
850
Evergreen Capital Management
Washington