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SCHV

Schwab US Large-Cap Value ETF

865 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, 337 increasing their positions, 294 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 294

9% more capital invested

Capital invested by funds: $9.43B → $10.2B (+$819M)

9% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 55

2% less funds holding

Funds holding: 879865 (-14)

1.87% less ownership

Funds ownership: 74.66%72.79% (-1.9%)

4% less funds holding in top 10

Funds holding in top 10: 7875 (-3)

Holders
865
Holders Change
-14
Holders Change %
-1.59%
% of All Funds
11.35%
Holding in Top 10
75
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.85%
% of All Funds
0.98%
New
60
Increased
337
Reduced
294
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
226
IVC Wealth Advisors
Pennsylvania
$3.13M -$1.03M -36,178 -25%
VT
227
Vise Technologies
New York
$3.12M -$207K -7,289 -6%
ATWA
228
Arbor Trust Wealth Advisors
Michigan
$3.05M -$15.1K -531 -0.5%
ASN
229
Advisory Services Network
Georgia
$3.04M +$318K +11,195 +12%
WIC
230
Woodmont Investment Counsel
Tennessee
$3.03M -$1.11K -39 -0%
ACG
231
Allen Capital Group
Nebraska
$3.03M +$315K +11,082 +12%
CAG
232
Compass Advisory Group
New York
$3.02M -$26.1K -919 -0.9%
HWM
233
HB Wealth Management
Georgia
$2.99M +$622K +21,882 +27%
CL
234
Choreo LLC
Illinois
$2.99M +$54K +1,899 +2%
ZRP
235
Zynergy Retirement Planning
New Jersey
$2.97M -$41.6K -1,464 -1%
MWM
236
Mission Wealth Management
California
$2.94M -$216K -7,586 -7%
Lido Advisors
237
Lido Advisors
California
$2.87M +$183K +6,437 +7%
UW
238
Unique Wealth
Florida
$2.85M +$183K +6,453 +7%
SCM
239
Saxony Capital Management
Missouri
$2.83M +$437K +15,392 +19%
SF
240
Schaeffer Financial
Maryland
$2.82M +$76.2K +2,681 +3%
MMCM
241
Murphy & Mullick Capital Management
New York
$2.78M
DE
242
Diversified Enterprises
Delaware
$2.75M -$152K -5,351 -5%
NW
243
NewEdge Wealth
Pennsylvania
$2.73M +$177K +6,237 +7%
MAG
244
M3 Advisory Group
Massachusetts
$2.71M +$7.84K +276 +0.3%
AWM
245
AE Wealth Management
Kansas
$2.63M +$196K +6,912 +8%
BFM
246
Broadview Financial Management
Wisconsin
$2.63M -$105K -3,707 -4%
EW
247
Evoke Wealth
California
$2.57M
CFGA
248
Cambridge Financial Group (Arizona)
Arizona
$2.56M -$21.2K -746 -0.8%
FA
249
Fagan Associates
New York
$2.52M -$16.2K -571 -0.7%
GRP
250
Global Retirement Partners
California
$2.49M +$171K +6,028 +8%