SCHV icon

Schwab US Large-Cap Value ETF

917 hedge funds and large institutions have $10.5B invested in Schwab US Large-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 345 increasing their positions, 285 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
74
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCWA
426
Pacific Capital Wealth Advisors
California
$880K
JIC
427
Johnson Investment Counsel
Ohio
$878K
HBW
428
Hazlett, Burt & Watson
West Virginia
$873K
KFA
429
Kelleher Financial Advisors
New York
$865K
JF
430
Joule Financial
Kentucky
$865K
AF
431
Advisornet Financial
Minnesota
$864K
HWA
432
HHM Wealth Advisors
Tennessee
$862K
BCWM
433
Bartlett & Co Wealth Management
Ohio
$861K
PFGIA
434
Patriot Financial Group Insurance Agency
Massachusetts
$853K
BWP
435
Bernardo Wealth Planning
Pennsylvania
$853K
IF
436
Ironwood Financial
Arizona
$850K
GT
437
Greenleaf Trust
Michigan
$848K
Bank of Montreal
438
Bank of Montreal
Ontario, Canada
$838K
PAS
439
Park Avenue Securities
New York
$837K
WA
440
WPG Advisers
Maryland
$835K
UB
441
UMB Bank
Missouri
$833K
Qube Research & Technologies (QRT)
442
Qube Research & Technologies (QRT)
United Kingdom
$831K
KCM
443
Kathmere Capital Management
Pennsylvania
$829K
SPI
444
Santori & Peters Inc
Pennsylvania
$822K
BFO
445
Biltmore Family Office
North Carolina
$816K
TGAM
446
TBH Global Asset Management
Tennessee
$786K
PCMNC
447
Piedmont Capital Management (North Carolina)
North Carolina
$786K
EHC
448
Everett Harris & Co
California
$782K
WDL
449
Well Done LLC
Michigan
$778K
NAMNJ
450
NorthStar Asset Management (New Jersey)
New Jersey
$776K