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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
TCOV
851
Trust Company of Vermont
Vermont
$1.08K
KG
852
Kilter Group
New York
$1.04K
CMP
853
Coston McIsaac & Partners
Maine
$1K
BFPW
854
BOK Financial Private Wealth
Colorado
$874
AWM
855
Activest Wealth Management
Florida
$844
WWM
856
Wolff Wiese Magana
California
$583
GGI
857
Godsey & Gibb Inc
Virginia
$437
IF
858
Integrity Financial
Wyoming
$262
SWA
859
SOA Wealth Advisors
New York
$138
SAS
860
Spurstone Advisory Services
Connecticut
$87
TFA
861
Teamwork Financial Advisors
Texas
BHB
862
Bank Hapoalim BM
Israel
CI
863
Conning Inc
Connecticut
SW
864
SteelPeak Wealth
California
VBWMG
865
Von Berge Wealth Management Group
California
ZI
866
ZEGA Investments
Florida
CPA
867
Compass Planning Associates
Massachusetts
ECM
868
Evergreen Capital Management
Washington
TNA
869
True North Advisors
Texas
AAP
870
Arax Advisory Partners
Colorado
NWAG
871
Net Worth Advisory Group
Utah
BRWA
872
B. Riley Wealth Advisors
Florida
FTUS
873
Flow Traders U.S.
New York
FAIM
874
Financial Advocates Investment Management
Washington
D.E. Shaw & Co
875
D.E. Shaw & Co
New York