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SCHV

Schwab US Large-Cap Value ETF
SCHV

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: 879 → 865 (-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: 78 → 75 (-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
–

Top Buyers

1
VIA
Vantagepoint Investment Advisers
District of Columbia
+$240M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$67.1M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$50.3M
4
SEI Investments
SEI Investments
Pennsylvania
+$36.8M
5
MG
Mather Group
Illinois
+$31.6M

Top Sellers

1
TFA
Teamwork Financial Advisors
Texas
-$27.7M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$20M
3
CIA
Cape Investment Advisory
Georgia
-$16.8M
4
GWM
Geneos Wealth Management
Colorado
-$15.1M
5
RF
rebel Financial
Ohio
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
301
Bigelow Investment Advisors
Maine
$1.72M +$31.9K +1,122 +2%
SCM
302
SCS Capital Management
Massachusetts
$1.72M -$177K -6,236 -10%
PA
303
Parallel Advisors
California
$1.7M +$852 +30 +0.1%
CA
304
CGN Advisors
Kansas
$1.7M +$462K +16,258 +39%
AQR Capital Management
305
AQR Capital Management
Connecticut
$1.69M +$244K +8,605 +17%
S
306
SignatureFD
Georgia
$1.66M +$50.3K +1,770 +3%
RI
307
Ridgewood Investments
New Jersey
$1.62M +$389K +13,707 +33%
BI
308
Binnacle Investments
Iowa
$1.6M -$20.6K -725 -1%
KP
309
Keel Point
Alabama
$1.6M +$2.47K +87 +0.2%
CAG
310
Csenge Advisory Group
Florida
$1.6M +$33.3K +1,173 +2%
KF
311
K2 Financial
California
$1.59M +$369K +12,976 +31%
MWA
312
Monograph Wealth Advisors
California
$1.59M – – –
GHA
313
GW Henssler & Associates
Georgia
$1.54M +$37.6K +1,322 +3%
SAM
314
Secure Asset Management
Michigan
$1.53M +$604K +21,266 +68%
MW
315
Maia Wealth
Colorado
$1.52M -$39.9K -1,405 -3%
ES
316
ETF Store
Kansas
$1.5M +$195K +6,867 +15%
AssetMark Inc
317
AssetMark Inc
California
$1.48M -$125K -4,400 -8%
AL
318
Aspiriant LLC
California
$1.47M +$123K +4,335 +9%
TRCT
319
Tower Research Capital (TRC)
New York
$1.47M +$766K +26,964 +115%
WMA
320
William Mack & Associates
Michigan
$1.46M +$3.78K +133 +0.3%
OSAM
321
O'Shaughnessy Asset Management
Connecticut
$1.46M +$41.5K +1,459 +3%
BNP Paribas Financial Markets
322
BNP Paribas Financial Markets
France
$1.46M -$1.3M -45,850 -48%
Rockefeller Capital Management
323
Rockefeller Capital Management
New York
$1.45M +$2.73K +96 +0.2%
Bank of New York Mellon
324
Bank of New York Mellon
New York
$1.44M -$741K -26,079 -34%
SOS
325
Silver Oak Securities
Tennessee
$1.43M +$52.4K +1,843 +4%
11 12
13
14 15

SCHV Hedge Fund Activity: Q3 2025 in Review

865 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q3 2025, worth a combined $10.2B — up 8.7% from $9.43B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SCHV positions and 55 closed out — a net gain of 5 holders — while 337 added to existing stakes and 294 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $240M. The largest seller was Teamwork Financial Advisors, exiting entirely with an estimated $27.7M sold.

  • 865 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q3 2025, down from 879 in Q2 2025.
  • Funds reported $10.2B of Schwab US Large-Cap Value ETF stock for Q3 2025, up 8.7% quarter-over-quarter.
  • 60 funds opened new Schwab US Large-Cap Value ETF positions in Q3 2025 and 55 closed out, a net change of +5 holders.
  • The largest Schwab US Large-Cap Value ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $240M added.
  • The largest Schwab US Large-Cap Value ETF seller in Q3 2025 was Teamwork Financial Advisors, an estimated $27.7M sold.

Based on aggregated 13F filings for Q3 2025.