SCHV icon

Schwab US Large-Cap Value ETF

919 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, 346 increasing their positions, 285 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
76
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
JGCM
226
Joseph Group Capital Management
Ohio
$3.46M
Truist Financial
227
Truist Financial
North Carolina
$3.45M
ACG
228
Allen Capital Group
Nebraska
$3.37M
AFTS
229
American Financial & Tax Strategies
New York
$3.37M
LIM
230
Leavell Investment Management
Alabama
$3.36M
Lido Advisors
231
Lido Advisors
California
$3.32M
AWG
232
Altus Wealth Group
Colorado
$3.28M
IWA
233
IVC Wealth Advisors
Pennsylvania
$3.26M
CFP
234
Cypress Financial Planning
New Jersey
$3.25M
ASN
235
Advisory Services Network
Georgia
$3.13M
CAG
236
Compass Advisory Group
New York
$3.12M
ATWA
237
Arbor Trust Wealth Advisors
Michigan
$3.11M
DAS
238
Dynamic Advisor Solutions
Arizona
$3.11M
MCCA
239
Mill Creek Capital Advisors
Pennsylvania
$3.09M
WIC
240
Woodmont Investment Counsel
Tennessee
$3.09M
CL
241
Choreo LLC
Illinois
$3.09M
AQR Capital Management
242
AQR Capital Management
Connecticut
$3.04M
HWM
243
HB Wealth Management
Georgia
$3.03M
ZRP
244
Zynergy Retirement Planning
New Jersey
$3.01M
AAS
245
Ameritas Advisory Services
Nebraska
$2.96M
SCM
246
Steele Capital Management
Iowa
$2.96M
Jones Financial Companies
247
Jones Financial Companies
Missouri
$2.87M
UW
248
Unique Wealth
Florida
$2.86M
MMCM
249
Murphy & Mullick Capital Management
New York
$2.85M
SOS
250
Silver Oak Securities
Tennessee
$2.81M