SCHV icon

Schwab US Large-Cap Value ETF

918 hedge funds and large institutions have $10.6B invested in Schwab US Large-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 345 increasing their positions, 285 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
918
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
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
226
Truist Financial
North Carolina
$3.45M
ACG
227
Allen Capital Group
Nebraska
$3.37M
AFTS
228
American Financial & Tax Strategies
New York
$3.37M
LIM
229
Leavell Investment Management
Alabama
$3.36M
Lido Advisors
230
Lido Advisors
California
$3.32M
AWG
231
Altus Wealth Group
Colorado
$3.28M
IWA
232
IVC Wealth Advisors
Pennsylvania
$3.26M
CFP
233
Cypress Financial Planning
New Jersey
$3.25M
ASN
234
Advisory Services Network
Georgia
$3.13M
CAG
235
Compass Advisory Group
New York
$3.12M
ATWA
236
Arbor Trust Wealth Advisors
Michigan
$3.11M
DAS
237
Dynamic Advisor Solutions
Arizona
$3.11M
MCCA
238
Mill Creek Capital Advisors
Pennsylvania
$3.09M
WIC
239
Woodmont Investment Counsel
Tennessee
$3.09M
CL
240
Choreo LLC
Illinois
$3.09M
AQR Capital Management
241
AQR Capital Management
Connecticut
$3.04M
HWM
242
HB Wealth Management
Georgia
$3.03M
ZRP
243
Zynergy Retirement Planning
New Jersey
$3.01M
AAS
244
Ameritas Advisory Services
Nebraska
$2.96M
SCM
245
Steele Capital Management
Iowa
$2.96M
Jones Financial Companies
246
Jones Financial Companies
Missouri
$2.87M
UW
247
Unique Wealth
Florida
$2.86M
MMCM
248
Murphy & Mullick Capital Management
New York
$2.85M
SOS
249
Silver Oak Securities
Tennessee
$2.81M
MAG
250
M3 Advisory Group
Massachusetts
$2.77M