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Schwab US Large-Cap Value ETF

861 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, 335 increasing their positions, 293 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
861
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
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
CCMW
851
Cypress Capital Management (Wyoming)
Wyoming
$1.31K
HFS
852
Hopwood Financial Services
Virginia
$1.25K
TCOV
853
Trust Company of Vermont
Vermont
$1.08K
KG
854
Kilter Group
New York
$1.04K
CMP
855
Coston McIsaac & Partners
Maine
$1K
BFPW
856
BOK Financial Private Wealth
Colorado
$874
AWM
857
Activest Wealth Management
Florida
$844
WWM
858
Wolff Wiese Magana
California
$583
GGI
859
Godsey & Gibb Inc
Virginia
$437
IF
860
Integrity Financial
Wyoming
$262
SWA
861
SOA Wealth Advisors
New York
$138
SAS
862
Spurstone Advisory Services
Connecticut
$87
TFA
863
Teamwork Financial Advisors
Texas
BHB
864
Bank Hapoalim BM
Israel
CI
865
Conning Inc
Connecticut
SW
866
SteelPeak Wealth
California
VBWMG
867
Von Berge Wealth Management Group
California
ZI
868
ZEGA Investments
Florida
CPA
869
Compass Planning Associates
Massachusetts
ECM
870
Evergreen Capital Management
Washington
TNA
871
True North Advisors
Texas
AAP
872
Arax Advisory Partners
Colorado
NWAG
873
Net Worth Advisory Group
Utah
BRWA
874
B. Riley Wealth Advisors
Florida
FTUS
875
Flow Traders U.S.
New York