We are live on ! Find out more
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
LPAM
401
Lodestar Private Asset Management
California
$930K +$5.77K +203 +0.6%
ONB
402
Old National Bancorp
Indiana
$926K – – –
CIAS
403
Capital Investment Advisory Services
North Carolina
$925K -$11.6K -408 -1%
Susquehanna International Group
404
Susquehanna International Group
Pennsylvania
$921K +$899K +31,627 New
BFA
405
Beaumont Financial Advisors
Massachusetts
$914K -$2.13K -75 -0.2%
RDWM
406
Red Door Wealth Management
Tennessee
$911K +$18.6K +656 +2%
S
407
Sachetta
Massachusetts
$902K -$35.8K -1,259 -4%
NAS
408
NWF Advisory Services
California
$895K -$81.8K -2,879 -9%
AF
409
Advisornet Financial
Minnesota
$889K +$36.4K +1,282 +4%
WA
410
WBH Advisory
Maryland
$886K – – –
WI
411
Westbourne Investments
Virginia
$886K -$7.67K -270 -0.9%
CWA
412
CM Wealth Advisors
Ohio
$875K – – –
DADC
413
D.A. Davidson & Co
Montana
$868K -$5.2K -183 -0.6%
PCWA
414
Pacific Capital Wealth Advisors
California
$865K – – –
JIC
415
Johnson Investment Counsel
Ohio
$855K -$11.4K -403 -1%
HBW
416
Hazlett, Burt & Watson
West Virginia
$853K +$567K +19,963 +214%
KFA
417
Kelleher Financial Advisors
New York
$851K – – –
SA
418
Sovran Advisors
California
$847K +$833K +29,312 New
MAM
419
Marquette Asset Management
Minnesota
$837K – – –
BWP
420
Bernardo Wealth Planning
Pennsylvania
$837K +$15K +529 +2%
IF
421
Ironwood Financial
Arizona
$836K -$6.71K -236 -0.8%
GT
422
Greenleaf Trust
Michigan
$834K – – –
SPIA
423
Steward Partners Investment Advisory
New York
$825K -$426 -15 -0.1%
BFS
424
Burkett Financial Services
South Carolina
$821K -$26.9K -947 -3%
WA
425
WPG Advisers
Maryland
$818K -$16K -564 -2%
15 16
17
18 19

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.