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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
SCA
426
Stonebridge Capital Advisors
Minnesota
$817K -$210K -7,390 -21%
PFGIA
427
Patriot Financial Group Insurance Agency
Massachusetts
$813K +$65.7K +2,314 +9%
KCM
428
Kathmere Capital Management
Pennsylvania
$812K -$165K -5,800 -17%
PAS
429
Park Avenue Securities
New York
$810K +$74.2K +2,610 +10%
SPI
430
Santori & Peters Inc
Pennsylvania
$807K -$136K -4,785 -15%
EA
431
Enclave Advisors
Texas
$803K -$703K -24,743 -47%
BFO
432
Biltmore Family Office
North Carolina
$802K – – –
SEIA
433
Signature Estate & Investment Advisors
California
$776K -$9.57K -337 -1%
UB
434
UMB Bank
Missouri
$770K – – –
PNC Financial Services Group
435
PNC Financial Services Group
Pennsylvania
$769K +$165K +5,816 +28%
LAM
436
L2 Asset Management
Massachusetts
$769K +$263K +9,248 +54%
WDL
437
Well Done LLC
Michigan
$765K – – –
NAMNJ
438
NorthStar Asset Management (New Jersey)
New Jersey
$759K -$23.7K -834 -3%
EHC
439
Everett Harris & Co
California
$757K +$5.68K +200 +0.8%
WAM
440
WNY Asset Management
New York
$745K +$23.8K +838 +3%
RSWA
441
Robinson Smith Wealth Advisors
Maine
$741K – – –
SPL
442
Smart Portfolios LLC
Washington
$738K -$17.3K -610 -2%
NCFG
443
New Century Financial Group
New Jersey
$728K +$437K +15,381 +160%
Bank of Montreal
444
Bank of Montreal
Ontario, Canada
$728K -$27.7K -976 -4%
Comerica Bank
445
Comerica Bank
Texas
$718K – – –
SQA
446
Simon Quick Advisors
New Jersey
$715K +$3.55K +125 +0.5%
BJL
447
Brighton Jones LLC
Washington
$715K +$10.5K +369 +2%
HWA
448
HHM Wealth Advisors
Tennessee
$714K +$344K +12,092 +97%
CIP
449
Capital Insight Partners
Arizona
$713K -$2.47K -87 -0.4%
BIP
450
Blueprint Investment Partners
North Carolina
$712K +$695K +24,456 New
16 17
18
19 20

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.