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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
SAS
851
Spurstone Advisory Services
Connecticut
$87
TFA
852
Teamwork Financial Advisors
Texas
BHB
853
Bank Hapoalim BM
Israel
CI
854
Conning Inc
Connecticut
SW
855
SteelPeak Wealth
California
VBWMG
856
Von Berge Wealth Management Group
California
ZI
857
ZEGA Investments
Florida
CPA
858
Compass Planning Associates
Massachusetts
ECM
859
Evergreen Capital Management
Washington
TNA
860
True North Advisors
Texas
AAP
861
Arax Advisory Partners
Colorado
NWAG
862
Net Worth Advisory Group
Utah
BRWA
863
B. Riley Wealth Advisors
Florida
FTUS
864
Flow Traders U.S.
New York
FAIM
865
Financial Advocates Investment Management
Washington
D.E. Shaw & Co
866
D.E. Shaw & Co
New York
AG
867
Ascent Group
Virginia
JCIA
868
Jackson Creek Investment Advisors
Colorado
SB
869
Strategic Blueprint
Georgia
Legacy Financial Group (Iowa)
870
Legacy Financial Group (Iowa)
Iowa
FA
871
FSA Advisors
Michigan
FPCP
872
Fort Point Capital Partners
California
FFS
873
Founders Financial Securities
Maryland
AWM
874
Accel Wealth Management
Iowa
GWM
875
Gibbs Wealth Management
Georgia