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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
CWM
326
Cornerstone Wealth Management
Missouri
$1.43M +$42.3K +1,490 +3%
LJAC
327
L.J. Altfest & Co
New York
$1.42M +$5.26K +185 +0.4%
KAM
328
KEB Asset Management
Illinois
$1.42M +$7.02K +247 +0.5%
KFG
329
Kelly Financial Group
Connecticut
$1.41M -$144K -5,082 -9%
IJWM
330
Inman Jager Wealth Management
Mississippi
$1.4M +$6.62K +233 +0.5%
CA
331
Continuum Advisory
Idaho
$1.39M +$117K +4,108 +9%
WCM
332
Whitener Capital Management
North Carolina
$1.39M +$22.4K +788 +2%
LIWM
333
Long Island Wealth Management
New York
$1.39M -$25.9K -910 -2%
MCC
334
Money Concepts Capital
Florida
$1.38M -$6.62K -233 -0.5%
AWE
335
Avidian Wealth Enterprises
Texas
$1.38M – – –
CCWM
336
Cassaday & Co Wealth Management
Virginia
$1.35M +$159K +5,580 +14%
SCM
337
SOL Capital Management
Maryland
$1.35M +$3.27K +115 +0.2%
ZIM
338
Zacks Investment Management
Illinois
$1.34M +$11.9K +419 +0.9%
BWM
339
BCGM Wealth Management
Indiana
$1.34M +$4.29K +151 +0.3%
CP
340
Creekside Partners
California
$1.33M +$4.4K +155 +0.3%
WANY
341
Wealthspire Advisors (New York)
New York
$1.32M -$2.02K -71 -0.2%
SWM
342
Seed Wealth Management
Illinois
$1.31M -$29.8K -1,050 -2%
VFA
343
Valeo Financial Advisors
Indiana
$1.31M – – –
UAG
344
United Advisor Group
Ohio
$1.31M +$35.3K +1,241 +3%
EH
345
Equitable Holdings
New York
$1.31M -$110K -3,876 -8%
CCM
346
Condor Capital Management
New Jersey
$1.28M -$114 -4 -0%
KJWM
347
Kiley Juergens Wealth Management
Washington
$1.28M -$47.3K -1,666 -4%
KHC
348
Koesten Hirschmann & Crabtree
Kansas
$1.25M -$61.4K -2,160 -5%
JFG
349
JMG Financial Group
Illinois
$1.25M +$199 +7 +0%
GCA
350
Gradient Capital Advisors
California
$1.24M -$13.1K -460 -1%
12 13
14
15 16

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.