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
NAMNJ
426
NorthStar Asset Management (New Jersey)
New Jersey
$759K
EHC
427
Everett Harris & Co
California
$757K
WAM
428
WNY Asset Management
New York
$745K
RSWA
429
Robinson Smith Wealth Advisors
Maine
$741K
SPL
430
Smart Portfolios LLC
Washington
$738K
NCFG
431
New Century Financial Group
New Jersey
$728K
Bank of Montreal
432
Bank of Montreal
Ontario, Canada
$728K
Comerica Bank
433
Comerica Bank
Texas
$718K
SQA
434
Simon Quick Advisors
New Jersey
$715K
BJL
435
Brighton Jones LLC
Washington
$715K
HWA
436
HHM Wealth Advisors
Tennessee
$714K
CIP
437
Capital Insight Partners
Arizona
$713K
BIP
438
Blueprint Investment Partners
North Carolina
$712K
AA
439
Aire Advisors
California
$710K
PS
440
Principal Securities
Iowa
$708K
TCM
441
Towercrest Capital Management
Pennsylvania
$706K
AWMG
442
Alliance Wealth Management Group
New Jersey
$706K
MAG
443
Mayfair Advisory Group
Alabama
$703K
GWM
444
GSB Wealth Management
Connecticut
$703K
MCM
445
MidAtlantic Capital Management
Virginia
$701K
FAG
446
Fortitude Advisory Group
Washington
$698K
BFA
447
Blueprint Financial Advisors
North Carolina
$691K
LF
448
Lantz Financial
Illinois
$687K
TYCC
449
Texas Yale Capital Corp
Florida
$683K
SWM
450
Sculati Wealth Management
Michigan
$677K