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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
AA
451
Aire Advisors
California
$710K +$1.62K +57 +0.2%
PS
452
Principal Securities
Iowa
$708K +$412K +14,491 +148%
WF
453
Womack Financial
Texas
$706K -$10.6K -372 -2%
AWMG
454
Alliance Wealth Management Group
New Jersey
$706K – – –
TCM
455
Towercrest Capital Management
Pennsylvania
$706K – – –
MAG
456
Mayfair Advisory Group
Alabama
$703K +$63.2K +2,223 +10%
GWM
457
GSB Wealth Management
Connecticut
$703K -$2.1K -74 -0.3%
MCM
458
MidAtlantic Capital Management
Virginia
$701K – – –
FAG
459
Fortitude Advisory Group
Washington
$698K -$22.1K -778 -3%
BFA
460
Blueprint Financial Advisors
North Carolina
$691K +$217K +7,650 +48%
LF
461
Lantz Financial
Illinois
$687K – – –
TYCC
462
Texas Yale Capital Corp
Florida
$683K +$169K +5,957 +34%
SWM
463
Sculati Wealth Management
Michigan
$677K -$11.3K -396 -2%
PIA
464
Pinion Investment Advisors
Kansas
$676K +$447K +15,722 +215%
SAM
465
Smartleaf Asset Management
Massachusetts
$675K +$25.1K +884 +4%
WMG
466
WESCAP Management Group
California
$674K – – –
PL
467
Plancorp LLC
Missouri
$673K -$512K -18,004 -44%
LSIA
468
LaSalle St. Investment Advisors
Illinois
$666K +$650K +22,891 New
MWM
469
Modern Wealth Management
Kansas
$653K +$638K +22,446 New
RMC
470
Ring Mountain Capital
California
$652K -$20.7K -730 -3%
BlackRock
471
BlackRock
New York
$647K +$469K +16,514 +290%
CTC
472
Central Trust Company
Missouri
$642K +$627K +22,063 New
LWM
473
LongView Wealth Management
Georgia
$638K +$1.59K +56 +0.3%
GG
474
Greenwood Gearhart
Arkansas
$636K +$4.97K +175 +0.8%
UFA
475
Uptown Financial Advisors
Texas
$636K – – –
17 18
19
20 21

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.