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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
CBA
526
Coastal Bridge Advisors
Connecticut
$473K -$19.9K -700 -4%
SSWM
527
Smith Salley Wealth Management
North Carolina
$468K – – –
DWP
528
Daymark Wealth Partners
Ohio
$466K +$455K +16,000 New
JPLA
529
Joseph P. Lucia & Associates
New York
$464K – – –
CAL
530
Capital Analysts LLC
Pennsylvania
$463K +$23.1K +814 +5%
TCM
531
TruNorth Capital Management
Michigan
$462K – – –
SWM
532
Schwallier Wealth Management
Michigan
$460K +$41.5K +1,461 +10%
CIBC Private Wealth Group
533
CIBC Private Wealth Group
Georgia
$460K -$1.39K -49 -0.3%
BW
534
Basepoint Wealth
Iowa
$459K +$2.27K +80 +0.5%
TF
535
Theory Financial
Colorado
$456K – – –
SIA
536
Soltis Investment Advisors
Utah
$455K – – –
PIN
537
Prudent Investors Network
California
$452K – – –
VH
538
Visionary Horizons
Tennessee
$451K +$440K +15,499 New
SPA
539
Sentinel Pension Advisors
Massachusetts
$443K +$86.7K +3,051 +25%
SAG
540
SageView Advisory Group
California
$443K -$15.4K -542 -3%
FA
541
Fountainhead AM
New Jersey
$442K +$8.04K +283 +2%
PGAM
542
Princeton Global Asset Management
New Jersey
$440K – – –
WP
543
Wealthspan Partners
Iowa
$440K -$11.1K -392 -3%
VCP
544
Vista Capital Partners
Oregon
$439K -$5.57K -196 -1%
AWM
545
Accurate Wealth Management
Florida
$439K +$4.01K +141 +0.9%
RIM
546
Rockbridge Investment Management
New York
$437K – – –
CIA
547
Cascade Investment Advisors
Oregon
$434K – – –
SPWM
548
Schrum Private Wealth Management
Florida
$434K -$17.6K -621 -4%
CFD
549
Creative Financial Designs
Indiana
$433K -$12.2K -429 -3%
LWM
550
Lakeridge Wealth Management
Ohio
$431K -$2.9K -102 -0.7%
20 21
22
23 24

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.