SCHV icon

Schwab US Large-Cap Value ETF

909 hedge funds and large institutions have $10.7B invested in Schwab US Large-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 344 increasing their positions, 284 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
909
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
72
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 +$177M
2 +$65.4M
3 +$41.7M
4
Ameriprise
Ameriprise
Minnesota
+$37.4M
5
MG
Mather Group
Illinois
+$29.9M

Top Sellers

1 -$68.7M
2 -$32.9M
3 -$21.3M
4
GAM
Gemmer Asset Management
California
-$19M
5
JC
JBGlobal.com
New York
-$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
26
Cooper Financial Group
California
$61M
ETC
27
Exchange Traded Concepts
Oklahoma
$60.3M
Bank of America
28
Bank of America
North Carolina
$56.2M
CI
29
CX Institutional
Indiana
$54.7M
SWRP
30
Summit Wealth & Retirement Planning
California
$50.6M
GG
31
GenWealth Group
New Jersey
$50.2M
UCFA
32
United Capital Financial Advisors
Texas
$49.2M
FPAS
33
Focus Partners Advisor Solutions
Missouri
$48.8M
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$41M
BDF
35
Black Diamond Financial
Maryland
$40.5M
HWM
36
HRC Wealth Management
Idaho
$38.1M
DB
37
Dravo Bay
Delaware
$38M
BMWS
38
Brady Martz Wealth Solutions
North Dakota
$36.4M
MFG
39
MidWestOne Financial Group
Iowa
$35.2M
Envestnet Portfolio Solutions
40
Envestnet Portfolio Solutions
Illinois
$35.1M
JP Morgan Chase
41
JP Morgan Chase
New York
$35.1M
SAM
42
Summit Asset Management
Tennessee
$34.8M
XF
43
XML Financial
Maryland
$34.4M
BPA
44
Beacon Pointe Advisors
California
$34.3M
BA
45
Ballast Advisors
Minnesota
$33.6M
VC
46
Veery Capital
Delaware
$33.6M
NCMW
47
Northern Capital Management (Washington)
Washington
$32.9M
FWP
48
FAS Wealth Partners
Kansas
$32.6M
MT
49
Midwest Trust
Kansas
$32.5M
MML Investors Services
50
MML Investors Services
Massachusetts
$31.6M