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SCHV

Schwab US Large-Cap Value ETF

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: 879865 (-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: 7875 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CI
26
CX Institutional
Indiana
$55M -$6.16M -216,845 -10%
ETC
27
Exchange Traded Concepts
Oklahoma
$53.2M +$21M +740,288 +68%
Bank of America
28
Bank of America
North Carolina
$53.1M -$115K -4,040 -0.2%
FPAS
29
Focus Partners Advisor Solutions
Missouri
$51.8M +$1.31M +46,228 +3%
UCFA
30
United Capital Financial Advisors
Texas
$49.2M -$1.23M -43,144 -2%
SWRP
31
Summit Wealth & Retirement Planning
California
$48.5M +$550K +19,343 +1%
GG
32
GenWealth Group
New Jersey
$45M +$223K +7,843 +0.5%
Ameriprise
33
Ameriprise
Minnesota
$43.9M +$1.71M +60,205 +4%
BMWS
34
Brady Martz Wealth Solutions
North Dakota
$39.3M -$1.31M -46,116 -3%
HWM
35
HRC Wealth Management
Idaho
$37.6M +$406K +14,299 +1%
BDF
36
Black Diamond Financial
Maryland
$37.1M +$6.99M +246,176 +24%
DB
37
Dravo Bay
Delaware
$35.8M +$1.89M +66,693 +6%
XF
38
XML Financial
Maryland
$35.5M +$450K +15,853 +1%
MFG
39
MidWestOne Financial Group
Iowa
$33.5M +$621K +21,854 +2%
BPA
40
Beacon Pointe Advisors
California
$33.5M +$2.48M +87,278 +8%
BA
41
Ballast Advisors
Minnesota
$33.5M +$378K +13,295 +1%
Envestnet Portfolio Solutions
42
Envestnet Portfolio Solutions
Illinois
$33.4M +$570K +20,070 +2%
NCMW
43
Northern Capital Management (Washington)
Washington
$33.2M -$242K -8,523 -0.7%
VC
44
Veery Capital
Delaware
$33M +$862K +30,348 +3%
FWP
45
FAS Wealth Partners
Kansas
$32.6M -$581K -20,464 -2%
JP Morgan Chase
46
JP Morgan Chase
New York
$32.4M +$394K +13,884 +1%
SAM
47
Summit Asset Management
Tennessee
$32.4M +$1.28M +44,930 +4%
DW
48
Dodds Wealth
Colorado
$32M -$365K -12,847 -1%
MFGP
49
Marshall Financial Group (Pennsylvania)
Pennsylvania
$31.5M +$882K +31,043 +3%
OIA
50
OneDigital Investment Advisors
Kansas
$31.5M -$2.12M -74,694 -6%