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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
FF
126
Friday Financial
Iowa
$8.04M
CMP
127
Courage Miller Partners
Virginia
$8M
EWA
128
Exencial Wealth Advisors
Oklahoma
$8M
Focus Partners Wealth
129
Focus Partners Wealth
Massachusetts
$7.91M
BCM
130
Brookstone Capital Management
Illinois
$7.68M
US Bancorp
131
US Bancorp
Minnesota
$7.52M
IWC
132
Integrated Wealth Concepts
Massachusetts
$7.46M
PSCM
133
Per Stirling Capital Management
Texas
$7.4M
GIA
134
Gladstone Institutional Advisory
Florida
$7.37M
CAM
135
Cresset Asset Management
Illinois
$7.12M
BAM
136
Berkshire Asset Management
Pennsylvania
$6.96M
VWA
137
Visionary Wealth Advisors
Illinois
$6.85M
Goldman Sachs
138
Goldman Sachs
New York
$6.74M
CM
139
Columbus Macro
Pennsylvania
$6.74M
LTL
140
Lowery Thomas LLC
California
$6.51M
PMG
141
ProVise Management Group
Florida
$6.5M
IFS
142
Ifrah Financial Services
Arkansas
$6.31M
PFWA
143
Paces Ferry Wealth Advisors
Georgia
$6.3M
PIA
144
Panoramic Investment Advisors
Colorado
$6.29M
BAMG
145
Brand Asset Management Group
Missouri
$6.29M
SS
146
Sunbelt Securities
Texas
$6.26M
Fidelity Investments
147
Fidelity Investments
Massachusetts
$6.24M
Pathstone Holdings
148
Pathstone Holdings
New Jersey
$6.12M
SAI
149
Savvy Advisors Inc
New York
$6.08M
BCI
150
Brinker Capital Investments
Pennsylvania
$6.07M