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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
IAS
351
IMA Advisory Services
Colorado
$1.24M – – –
VCWA
352
Vanguard Capital Wealth Advisors
Colorado
$1.24M -$16.5K -581 -1%
AWMS
353
Advocacy Wealth Management Services
Georgia
$1.24M +$1.21M +42,483 New
Koshinski Asset Management
354
Koshinski Asset Management
Illinois
$1.23M -$189K -6,664 -14%
SA
355
Sanctuary Advisors
Indiana
$1.21M -$688K -24,226 -37%
William Blair & Company
356
William Blair & Company
Illinois
$1.21M +$682 +24 +0.1%
NRI
357
NFP Retirement Inc
California
$1.19M -$117K -4,107 -9%
HTC
358
Haverford Trust Company
Pennsylvania
$1.19M -$1.25K -44 -0.1%
Kovitz Investment Group Partners
359
Kovitz Investment Group Partners
Illinois
$1.18M +$481K +16,934 +72%
QCM
360
Quantinno Capital Management
New York
$1.18M +$625K +22,014 +119%
CCC
361
Compass Capital Corp
Massachusetts
$1.18M – – –
KC
362
Knuff & Co
California
$1.18M -$5.68K -200 -0.5%
PAG
363
Private Advisor Group
New Jersey
$1.18M -$1.19K -42 -0.1%
GWM
364
Geneos Wealth Management
Colorado
$1.16M -$15.1M -533,184 -93%
FCB
365
First County Bank
Connecticut
$1.16M +$40.4K +1,423 +4%
SWP
366
Strategic Wealth Partners
Ohio
$1.15M +$1.12M +39,258 +12,583%
LFG
367
Larson Financial Group
Missouri
$1.15M -$18.6K -656 -2%
JF
368
Joule Financial
Kentucky
$1.13M -$40.3K -1,418 -4%
CAAM
369
Cornerstone Advisors Asset Management
Pennsylvania
$1.12M -$68.6K -2,413 -6%
AIM
370
Athena Investment Management
California
$1.12M – – –
HI
371
Hoey Investments
Pennsylvania
$1.11M +$131K +4,610 +14%
SG
372
StoneX Group
New York
$1.09M -$879K -30,938 -45%
BEI
373
Benjamin Edwards Inc
Missouri
$1.08M +$29K +1,021 +3%
NL
374
NWAM LLC
Washington
$1.07M -$256 -9 -0%
AFP
375
Ausdal Financial Partners
Iowa
$1.07M +$521K +18,341 +100%
13 14
15
16 17

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.