SCHV icon

Schwab US Large-Cap Value ETF

918 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, 345 increasing their positions, 285 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
918
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
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
326
Ballast Financial Advisors
Pennsylvania
$1.54M
KP
327
Keel Point
Alabama
$1.52M
OSAM
328
O'Shaughnessy Asset Management
Connecticut
$1.52M
RGF
329
Retirement Guys Formula
Ohio
$1.49M
SA
330
Sovran Advisors
California
$1.49M
WMA
331
William Mack & Associates
Michigan
$1.48M
KAM
332
KEB Asset Management
Illinois
$1.45M
CA
333
Continuum Advisory
Idaho
$1.44M
LIWM
334
Long Island Wealth Management
New York
$1.44M
LJAC
335
L.J. Altfest & Co
New York
$1.43M
Rockefeller Capital Management
336
Rockefeller Capital Management
New York
$1.41M
Renaissance Technologies
337
Renaissance Technologies
New York
$1.41M
KJWM
338
Kiley Juergens Wealth Management
Washington
$1.41M
GWM
339
Geneos Wealth Management
Colorado
$1.41M
KFG
340
Kelly Financial Group
Connecticut
$1.4M
IWM
341
IHT Wealth Management
Illinois
$1.4M
BWM
342
BCGM Wealth Management
Indiana
$1.4M
WCM
343
Whitener Capital Management
North Carolina
$1.39M
MFP
344
Meramec Financial Planners
Missouri
$1.39M
SCM
345
SOL Capital Management
Maryland
$1.39M
AWE
346
Avidian Wealth Enterprises
Texas
$1.39M
UAG
347
United Advisor Group
Ohio
$1.38M
CCWM
348
Cassaday & Co Wealth Management
Virginia
$1.37M
CP
349
Creekside Partners
California
$1.36M
PAG
350
Private Advisor Group
New Jersey
$1.35M