SCHV icon

Schwab US Large-Cap Value ETF

861 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, 335 increasing their positions, 293 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
861
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

Top Buyers

1 +$240M
2 +$67.1M
3 +$50.3M
4
SEI Investments
SEI Investments
Pennsylvania
+$36.8M
5
MG
Mather Group
Illinois
+$31.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
251
Concurrent Investment Advisors
Florida
$2.46M
TIM
252
Tortoise Investment Management
New York
$2.45M
VFIC
253
Valley Forge Investment Consultants
Pennsylvania
$2.45M
AC
254
Apella Capital
Connecticut
$2.45M
AWA
255
Arkadios Wealth Advisors
Georgia
$2.41M
SWA
256
Stratos Wealth Advisors
Ohio
$2.41M
IWM
257
IHT Wealth Management
Illinois
$2.41M
CA
258
Clearstead Advisors
Ohio
$2.41M
Jones Financial Companies
259
Jones Financial Companies
Missouri
$2.4M
WCM
260
Weaver Capital Management
Georgia
$2.4M
NHT
261
New Hampshire Trust
New Hampshire
$2.37M
PFA
262
Pinnacle Family Advisors
Missouri
$2.36M
EWA
263
EverSource Wealth Advisors
Alabama
$2.34M
PFA
264
Pure Financial Advisors
California
$2.31M
RA
265
Riversedge Advisors
Delaware
$2.3M
WMWM
266
Wilkins Miller Wealth Management
Alabama
$2.29M
MGIA
267
Matthew Goff Investment Advisor
Texas
$2.29M
FWM
268
Fortress Wealth Management
California
$2.27M
YIH
269
Y-Intercept (HK)
Hong Kong
$2.26M
NSG
270
Nalls Sherbakoff Group
Tennessee
$2.26M
CSP
271
Cary Street Partners
Virginia
$2.25M
RIA
272
Regal Investment Advisors
Michigan
$2.24M
AGC
273
Aspen Grove Capital
Colorado
$2.24M
ECM
274
Elgethun Capital Management
South Dakota
$2.2M
Citadel Advisors
275
Citadel Advisors
Florida
$2.17M