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
AWM
551
Avior Wealth Management
Nebraska
$424K
KLI
552
Kelman-Lazarov Inc
Tennessee
$424K
GWA
553
Geometric Wealth Advisors
District of Columbia
$418K
DIS
554
Diversified Investment Strategies
Louisiana
$416K
SIA
555
SGL Investment Advisors
Montana
$414K
BWM
556
Brickley Wealth Management
California
$410K
KWM
557
Kingsview Wealth Management
Oregon
$410K
Natixis Advisors
558
Natixis Advisors
Massachusetts
$409K
SC
559
Schoolcraft Capital
Colorado
$408K
SSW
560
Stone Summit Wealth
Florida
$408K
TLA
561
Tanglewood Legacy Advisors
Texas
$406K
IFPL
562
Investments & Financial Planning LLC
Kentucky
$404K
USCWA
563
U.S. Capital Wealth Advisors
Texas
$403K
TVM
564
True Vision MN
Minnesota
$400K
CRFG
565
Columbia River Financial Group
Washington
$398K
CFG
566
Certior Financial Group
Pennsylvania
$397K
FCA
567
FLC Capital Advisors
California
$394K
ABC
568
Associated Banc-Corp
Wisconsin
$391K
LF
569
LifeSteps Financial
California
$391K
MA
570
MONECO Advisors
Connecticut
$389K
VDI
571
Vaughan David Investments
Illinois
$388K
WP
572
Westmount Partners
California
$387K
PIMG
573
Patriot Investment Management Group
Tennessee
$386K
MWP
574
Meredith Wealth Planning
Illinois
$385K
FA
575
FF Advisors
California
$383K