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
PA
601
PFG Advisors
Arizona
$345K
CAP
602
Columbia Advisory Partners
Washington
$342K
AAM
603
Austin Asset Management
Texas
$342K
ACA
604
Aptus Capital Advisors
Alabama
$341K
CD
605
Chapin Davis
Maryland
$339K
AI
606
Atria Investments
North Carolina
$339K
CF
607
Centaurus Financial
California
$336K
LA
608
LWM Advisors
California
$335K
MGW
609
MB Generational Wealth
Washington
$334K
PWMG
610
Prestige Wealth Management Group
New Jersey
$334K
AIA
611
AIMZ Investment Advisors
California
$332K
EAM
612
Evanson Asset Management
California
$329K
FWTB
613
First Western Trust Bank
Colorado
$329K
TPBG
614
Turning Point Benefit Group
Maryland
$329K
FCM
615
Fortis Capital Management
Washington
$328K
TF
616
Tandem Financial
Colorado
$326K
DWM
617
DecisionMap Wealth Management
Virginia
$325K
BFWM
618
Bright Futures Wealth Management
New York
$324K
KA
619
Klingman & Associates
New York
$323K
TGAM
620
TBH Global Asset Management
Tennessee
$322K
SIA
621
SeaBridge Investment Advisors
New Jersey
$321K
CIC
622
Cutler Investment Counsel
Oregon
$317K
PCA
623
Prosperity Capital Advisors
Ohio
$315K
FSWA
624
Financial Synergies Wealth Advisors
Texas
$313K
DI
625
Disciplined Investors
Texas
$309K