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
BBHC
376
Brown Brothers Harriman & Co
New York
$996K
HCWM
377
Hidden Cove Wealth Management
Washington
$991K
BIM
378
Bridges Investment Management
Nebraska
$990K
QPWM
379
Quadrant Private Wealth Management
Pennsylvania
$988K
MSWMA
380
Market Street Wealth Management Advisors
Indiana
$988K
VP
381
Verum Partners
North Carolina
$971K
BL
382
BFSG LLC
California
$959K
SWA
383
Sax Wealth Advisors
New Jersey
$958K
PWM
384
Partners Wealth Management
California
$951K
CPIG
385
Chicago Partners Investment Group
Illinois
$951K
AWP
386
Atlas Wealth Partners
Pennsylvania
$948K
ATI
387
ARK & TLK Investments
Oklahoma
$948K
MPWT
388
MassMutual Private Wealth & Trust
Connecticut
$940K
LPAM
389
Lodestar Private Asset Management
California
$930K
ONB
390
Old National Bancorp
Indiana
$926K
CIAS
391
Capital Investment Advisory Services
North Carolina
$925K
Susquehanna International Group
392
Susquehanna International Group
Pennsylvania
$921K
BFA
393
Beaumont Financial Advisors
Massachusetts
$914K
RDWM
394
Red Door Wealth Management
Tennessee
$911K
S
395
Sachetta
Massachusetts
$902K
NAS
396
NWF Advisory Services
California
$895K
AF
397
Advisornet Financial
Minnesota
$889K
WA
398
WBH Advisory
Maryland
$886K
WI
399
Westbourne Investments
Virginia
$886K
CWA
400
CM Wealth Advisors
Ohio
$875K