SCHV icon

Schwab US Large-Cap Value ETF

859 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, 333 increasing their positions, 293 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
859
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
74
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
GWA
551
Geometric Wealth Advisors
District of Columbia
$418K
DIS
552
Diversified Investment Strategies
Louisiana
$416K
SIA
553
SGL Investment Advisors
Montana
$414K
BWM
554
Brickley Wealth Management
California
$410K
KWM
555
Kingsview Wealth Management
Oregon
$410K
Natixis Advisors
556
Natixis Advisors
Massachusetts
$409K
SC
557
Schoolcraft Capital
Colorado
$408K
SSW
558
Stone Summit Wealth
Florida
$408K
TLA
559
Tanglewood Legacy Advisors
Texas
$406K
IFPL
560
Investments & Financial Planning LLC
Kentucky
$404K
USCWA
561
U.S. Capital Wealth Advisors
Texas
$403K
TVM
562
True Vision MN
Minnesota
$400K
CRFG
563
Columbia River Financial Group
Washington
$398K
CFG
564
Certior Financial Group
Pennsylvania
$397K
FCA
565
FLC Capital Advisors
California
$394K
ABC
566
Associated Banc-Corp
Wisconsin
$391K
LF
567
LifeSteps Financial
California
$391K
MA
568
MONECO Advisors
Connecticut
$389K
VDI
569
Vaughan David Investments
Illinois
$388K
WP
570
Westmount Partners
California
$387K
PIMG
571
Patriot Investment Management Group
Tennessee
$386K
MWP
572
Meredith Wealth Planning
Illinois
$385K
FA
573
FF Advisors
California
$383K
SWA
574
Sightline Wealth Advisors
Connecticut
$381K
FFA
575
Fi3 Financial Advisors
Indiana
$381K