We are live on ! Find out more
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
SPC
601
Sigma Planning Corp
Michigan
$351K +$95.6K +3,366 +39%
QHA
602
Quarry Hill Advisors
Minnesota
$348K +$3.01K +106 +0.9%
PA
603
PFG Advisors
Arizona
$345K +$336K +11,837 New
CAP
604
Columbia Advisory Partners
Washington
$342K -$164K -5,777 -33%
AAM
605
Austin Asset Management
Texas
$342K -$19.2K -675 -5%
ACA
606
Aptus Capital Advisors
Alabama
$341K -$23.1K -814 -6%
CD
607
Chapin Davis
Maryland
$339K -$24.3K -855 -7%
AI
608
Atria Investments
North Carolina
$339K -$3.27K -115 -1%
CF
609
Centaurus Financial
California
$336K +$426 +15 +0.1%
LA
610
LWM Advisors
California
$335K -$14.7K -516 -4%
MGW
611
MB Generational Wealth
Washington
$334K +$326K +11,480 New
PWMG
612
Prestige Wealth Management Group
New Jersey
$334K – – –
AIA
613
AIMZ Investment Advisors
California
$332K – – –
EAM
614
Evanson Asset Management
California
$329K +$256 +9 +0.1%
FWTB
615
First Western Trust Bank
Colorado
$329K – – –
TPBG
616
Turning Point Benefit Group
Maryland
$329K +$54K +1,902 +20%
FCM
617
Fortis Capital Management
Washington
$328K +$320K +11,268 New
TF
618
Tandem Financial
Colorado
$326K +$319K +11,213 New
DWM
619
DecisionMap Wealth Management
Virginia
$325K -$59.2K -2,084 -16%
BFWM
620
Bright Futures Wealth Management
New York
$324K +$316K +11,115 New
KA
621
Klingman & Associates
New York
$323K -$9.74K -343 -3%
TGAM
622
TBH Global Asset Management
Tennessee
$322K -$912K -32,086 -74%
SIA
623
SeaBridge Investment Advisors
New Jersey
$321K – – –
CIC
624
Cutler Investment Counsel
Oregon
$317K +$32.5K +1,144 +12%
PCA
625
Prosperity Capital Advisors
Ohio
$315K +$8.27K +291 +3%
23 24
25
26 27

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.