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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
CIA
251
Concurrent Investment Advisors
Florida
$2.46M -$26.7K -940 -1%
TIM
252
Tortoise Investment Management
New York
$2.45M +$169K +5,954 +8%
VFIC
253
Valley Forge Investment Consultants
Pennsylvania
$2.45M +$219K +7,712 +10%
AC
254
Apella Capital
Connecticut
$2.45M +$2.15M +75,809 +840%
AWA
255
Arkadios Wealth Advisors
Georgia
$2.41M +$105K +3,697 +5%
SWA
256
Stratos Wealth Advisors
Ohio
$2.41M -$63.1K -2,220 -3%
IWM
257
IHT Wealth Management
Illinois
$2.41M -$27.4K -963 -1%
CA
258
Clearstead Advisors
Ohio
$2.41M -$29.1K -1,025 -1%
Jones Financial Companies
259
Jones Financial Companies
Missouri
$2.4M +$704K +24,762 +43%
WCM
260
Weaver Capital Management
Georgia
$2.4M -$11.1K -392 -0.5%
NHT
261
New Hampshire Trust
New Hampshire
$2.37M +$814K +28,659 +54%
PFA
262
Pinnacle Family Advisors
Missouri
$2.36M +$98.3K +3,460 +4%
EWA
263
EverSource Wealth Advisors
Alabama
$2.34M +$2.28M +80,178 +72,232%
PFA
264
Pure Financial Advisors
California
$2.31M -$35.7K -1,255 -2%
RA
265
Riversedge Advisors
Delaware
$2.3M -$69.7K -2,452 -3%
WMWM
266
Wilkins Miller Wealth Management
Alabama
$2.29M +$1.76K +62 +0.1%
MGIA
267
Matthew Goff Investment Advisor
Texas
$2.29M +$2.23M +78,514 New
FWM
268
Fortress Wealth Management
California
$2.27M -$362K -12,741 -14%
YIH
269
Y-Intercept (HK)
Hong Kong
$2.26M +$265K +9,344 +14%
NSG
270
Nalls Sherbakoff Group
Tennessee
$2.26M +$132K +4,660 +6%
CSP
271
Cary Street Partners
Virginia
$2.25M -$76.1K -2,677 -3%
RIA
272
Regal Investment Advisors
Michigan
$2.24M +$237K +8,331 +12%
AGC
273
Aspen Grove Capital
Colorado
$2.24M -$29.8K -1,048 -1%
ECM
274
Elgethun Capital Management
South Dakota
$2.2M +$49.1K +1,729 +2%
Citadel Advisors
275
Citadel Advisors
Florida
$2.17M +$1.68M +59,136 +382%