SCHV icon

Schwab US Large-Cap Value ETF

841 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, 328 increasing their positions, 280 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
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 +$246M
2 +$68.7M
3 +$51.6M
4
SEI Investments
SEI Investments
Pennsylvania
+$37.7M
5
MG
Mather Group
Illinois
+$32.4M

Top Sellers

1 -$27.7M
2 -$20.5M
3 -$15.5M
4
BHB
Bank Hapoalim BM
Israel
-$13.4M
5
RF
rebel Financial
Ohio
-$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BI
301
Binnacle Investments
Iowa
$1.6M
CAG
302
Csenge Advisory Group
Florida
$1.6M
KF
303
K2 Financial
California
$1.59M
MWA
304
Monograph Wealth Advisors
California
$1.59M
SAM
305
Secure Asset Management
Michigan
$1.53M
MW
306
Maia Wealth
Colorado
$1.52M
ES
307
ETF Store
Kansas
$1.5M
AssetMark Inc
308
AssetMark Inc
California
$1.48M
AL
309
Aspiriant LLC
California
$1.47M
TRCT
310
Tower Research Capital (TRC)
New York
$1.47M
WMA
311
William Mack & Associates
Michigan
$1.46M
OSAM
312
O'Shaughnessy Asset Management
Connecticut
$1.46M
BNP Paribas Financial Markets
313
BNP Paribas Financial Markets
France
$1.46M
Rockefeller Capital Management
314
Rockefeller Capital Management
New York
$1.45M
Bank of New York Mellon
315
Bank of New York Mellon
New York
$1.44M
SOS
316
Silver Oak Securities
Tennessee
$1.43M
CWM
317
Cornerstone Wealth Management
Missouri
$1.43M
LJAC
318
L.J. Altfest & Co
New York
$1.42M
KAM
319
KEB Asset Management
Illinois
$1.42M
KFG
320
Kelly Financial Group
Connecticut
$1.41M
IJWM
321
Inman Jager Wealth Management
Mississippi
$1.4M
CA
322
Continuum Advisory
Idaho
$1.39M
WCM
323
Whitener Capital Management
North Carolina
$1.39M
LIWM
324
Long Island Wealth Management
New York
$1.39M
MCC
325
Money Concepts Capital
Florida
$1.38M