SCHV icon

Schwab US Large-Cap Value ETF

841 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, 328 increasing their positions, 280 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
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 +$246M
2 +$68.7M
3 +$51.6M
4
SEI Investments
SEI Investments
Pennsylvania
+$37.7M
5
MG
Mather Group
Illinois
+$32.4M

Top Sellers

1 -$27.7M
2 -$20.5M
3 -$15.5M
4
BHB
Bank Hapoalim BM
Israel
-$13.4M
5
RF
rebel Financial
Ohio
-$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TPBG
601
Turning Point Benefit Group
Maryland
$329K
FCM
602
Fortis Capital Management
Washington
$328K
TF
603
Tandem Financial
Colorado
$326K
DWM
604
DecisionMap Wealth Management
Virginia
$325K
BFWM
605
Bright Futures Wealth Management
New York
$324K
KA
606
Klingman & Associates
New York
$323K
TGAM
607
TBH Global Asset Management
Tennessee
$322K
SIA
608
SeaBridge Investment Advisors
New Jersey
$321K
CIC
609
Cutler Investment Counsel
Oregon
$317K
PCA
610
Prosperity Capital Advisors
Ohio
$315K
FSWA
611
Financial Synergies Wealth Advisors
Texas
$313K
DI
612
Disciplined Investors
Texas
$309K
MAMG
613
Milestone Asset Management Group
Connecticut
$307K
APA
614
Astoria Portfolio Advisors
New York
$306K
TI
615
Truepoint Inc
Ohio
$302K
JWA
616
JFS Wealth Advisors
Pennsylvania
$301K
RFA
617
Resurgent Financial Advisors
Georgia
$300K
NCM
618
Northwest Capital Management
Oregon
$298K
HCM
619
Hengehold Capital Management
Ohio
$298K
HCP
620
Hardin Capital Partners
South Carolina
$295K
CW
621
Code Waechter
Florida
$295K
FCH
622
Freestone Capital Holdings
Washington
$293K
Russell Investments Group
623
Russell Investments Group
United Kingdom
$292K
CIA
624
Capital Investment Advisors
Georgia
$292K
SC
625
Shearwater Capital
Colorado
$291K