SCHV icon

Schwab US Large-Cap Value ETF

861 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, 335 increasing their positions, 293 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
861
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
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 +$240M
2 +$67.1M
3 +$50.3M
4
SEI Investments
SEI Investments
Pennsylvania
+$36.8M
5
MG
Mather Group
Illinois
+$31.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
526
Smith Salley Wealth Management
North Carolina
$468K
DWP
527
Daymark Wealth Partners
Ohio
$466K
JPLA
528
Joseph P. Lucia & Associates
New York
$464K
CAL
529
Capital Analysts LLC
Pennsylvania
$463K
TCM
530
TruNorth Capital Management
Michigan
$462K
SWM
531
Schwallier Wealth Management
Michigan
$460K
CIBC Private Wealth Group
532
CIBC Private Wealth Group
Georgia
$460K
BW
533
Basepoint Wealth
Iowa
$459K
TF
534
Theory Financial
Colorado
$456K
SIA
535
Soltis Investment Advisors
Utah
$455K
PIN
536
Prudent Investors Network
California
$452K
VH
537
Visionary Horizons
Tennessee
$451K
SPA
538
Sentinel Pension Advisors
Massachusetts
$443K
SAG
539
SageView Advisory Group
California
$443K
FA
540
Fountainhead AM
New Jersey
$442K
PGAM
541
Princeton Global Asset Management
New Jersey
$440K
WP
542
Wealthspan Partners
Iowa
$440K
VCP
543
Vista Capital Partners
Oregon
$439K
AWM
544
Accurate Wealth Management
Florida
$439K
RIM
545
Rockbridge Investment Management
New York
$437K
CIA
546
Cascade Investment Advisors
Oregon
$434K
SPWM
547
Schrum Private Wealth Management
Florida
$434K
CFD
548
Creative Financial Designs
Indiana
$433K
LWM
549
Lakeridge Wealth Management
Ohio
$431K
Citigroup
550
Citigroup
New York
$429K