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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
MWP
576
Meredith Wealth Planning
Illinois
$385K – – –
FA
577
FF Advisors
California
$383K – – –
SWA
578
Sightline Wealth Advisors
Connecticut
$381K +$372K +13,096 New
FFA
579
Fi3 Financial Advisors
Indiana
$381K – – –
IAIM
580
International Assets Investment Management
Florida
$379K – – –
ML
581
Mayport LLC
Massachusetts
$379K – – –
Brown Advisory
582
Brown Advisory
Maryland
$379K +$1.62K +57 +0.4%
HIIFS
583
Harel Insurance Investments & Financial Services
Israel
$378K – – –
CHA
584
Cooper/Haims Advisors
New York
$374K +$1.62K +57 +0.4%
GCM
585
G2 Capital Management
Ohio
$373K – – –
BMCM
586
Bryn Mawr Capital Management
Pennsylvania
$372K -$37.4K -1,318 -9%
VCA
587
Verdence Capital Advisors
Maryland
$370K +$3.27K +115 +0.9%
MCM
588
Mengis Capital Management
Oregon
$369K -$5.46K -192 -1%
PAYA
589
Phil A. Younker & Associates
Alaska
$369K – – –
SWA
590
Sterling Wealth Advisors
Florida
$367K – – –
AIA
591
Allied Investment Advisors
Montana
$362K +$7.64K +269 +2%
MCP
592
Mirador Capital Partners
California
$362K -$4.12K -145 -1%
IAA
593
Independent Advisor Alliance
North Carolina
$361K -$9.66K -340 -3%
EPM
594
Elm Partners Management
Pennsylvania
$356K +$3.3K +116 +1%
HC
595
Hurley Capital
New York
$355K +$511 +18 +0.1%
CA
596
Cambridge Advisors
Nebraska
$355K +$10.7K +378 +3%
MAM
597
Marotta Asset Management
Virginia
$354K -$14.3K -505 -4%
CFG
598
Chapman Financial Group
Hawaii
$354K +$345K +12,156 New
CTA
599
Chesley Taft & Associates
Illinois
$353K – – –
AIM
600
AHL Investment Management
Florida
$353K – – –
22 23
24
25 26

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.