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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
RCM
501
Radnor Capital Management
Pennsylvania
$530K – – –
WSFS
502
Wilmington Savings Fund Society
Delaware
$530K – – –
NP
503
NorthRock Partners
Minnesota
$521K +$508K +17,890 New
SFG
504
Sovereign Financial Group
Connecticut
$520K -$85.1K -2,996 -14%
ZF
505
Zhang Financial
Michigan
$519K +$2.07K +73 +0.4%
GWSA
506
Global Wealth Strategies & Associates
Colorado
$515K +$503K +17,689 New
PGFC
507
Peapack-Gladstone Financial Corp
New Jersey
$512K -$112K -3,958 -18%
WC
508
Waterloo Capital
Texas
$508K +$2.19K +77 +0.4%
CAM
509
Carret Asset Management
New York
$508K -$146K -5,150 -23%
RPGNY
510
Retirement Planning Group (New York)
New York
$508K +$164K +5,763 +49%
RA
511
RFG Advisory
Alabama
$507K -$324K -11,397 -40%
CWP
512
Cyndeo Wealth Partners
Florida
$506K – – –
GA
513
Goldstein Advisors
Wisconsin
$504K – – –
AIS
514
American Investment Services
Massachusetts
$504K – – –
TAP
515
Tounjian Advisory Partners
Florida
$499K +$5.03K +177 +1%
HWA
516
Heritage Wealth Architects
Minnesota
$499K +$2.47K +87 +0.5%
LIA
517
Lynx Investment Advisory
District of Columbia
$497K +$4.43K +156 +0.9%
SFWC
518
Strategic Family Wealth Counselors
New Jersey
$496K – – –
WFA
519
WMG Financial Advisors
Tennessee
$495K -$62.5K -2,199 -11%
WPC
520
Wedmont Private Capital
Pennsylvania
$492K -$31.1K -1,094 -6%
APG
521
Abacus Planning Group
South Carolina
$490K +$193K +6,785 +67%
WPA
522
Wealth Preservation Advisors
Tennessee
$487K -$1.08K -38 -0.2%
OC
523
Oarsman Capital
Wisconsin
$477K +$17.8K +627 +4%
BTI
524
Blue Trust Inc
Georgia
$477K +$2.19K +77 +0.5%
PC
525
Payne Capital
Oregon
$474K +$462K +16,266 New
19 20
21
22 23

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.