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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
MIA
476
Milestone Investment Advisors
Wisconsin
$634K – – –
AA
477
Alesco Advisors
New York
$628K -$511 -18 -0.1%
MGWM
478
Marks Group Wealth Management
Minnesota
$628K – – –
HWA
479
HMV Wealth Advisors
Louisiana
$627K -$33.5K -1,180 -5%
GVAG
480
Great Valley Advisor Group
Delaware
$626K +$611K +21,493 New
SWM
481
Stark Wealth Management
Pennsylvania
$617K -$315K -11,104 -34%
MC
482
McCarthy & Cox
Ohio
$604K +$25.9K +912 +5%
CIR
483
Clear Investment Research
Georgia
$594K – – –
BBW
484
Blue Barn Wealth
Utah
$584K +$2.56K +90 +0.5%
RWP
485
Revolve Wealth Partners
New Jersey
$580K -$23.9K -840 -4%
FWM
486
Fonville Wealth Management
Virginia
$579K -$10.1K -355 -2%
RA
487
Resolute Advisors
California
$579K +$2.87K +101 +0.5%
GC
488
Gilbert & Cook
Iowa
$575K – – –
IWN
489
Independent Wealth Network
Iowa
$573K +$7.79K +274 +1%
P
490
&Partners
Tennessee
$571K +$140K +4,912 +33%
CFFP
491
Center for Financial Planning
Michigan
$569K – – –
VF
492
Vawter Financial
Ohio
$566K +$553K +19,451 New
OWP
493
Obermeyer Wealth Partners
Colorado
$563K +$28 +1 +0%
BWA
494
Beam Wealth Advisors
Louisiana
$560K -$34.5K -1,216 -6%
SA
495
Seneschal Advisors
Washington
$558K – – –
SW
496
SkyOak Wealth
Michigan
$556K -$76.5K -2,694 -12%
DWT
497
Dorsey & Whitney Trust
South Dakota
$555K – – –
ACI
498
Alpha Cubed Investments
California
$545K -$157K -5,537 -23%
SMA
499
Sage Mountain Advisors
Georgia
$542K – – –
HI
500
Harbour Investments
Wisconsin
$538K +$110K +3,888 +27%
18 19
20
21 22

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.