SCHV icon

Schwab US Large-Cap Value ETF

919 hedge funds and large institutions have $10.6B invested in Schwab US Large-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 346 increasing their positions, 285 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
626
Austin Asset Management
Texas
$339K
AI
627
Atria Investments
North Carolina
$338K
CAP
628
Columbia Advisory Partners
Washington
$338K
AIA
629
AIMZ Investment Advisors
California
$338K
MGW
630
MB Generational Wealth
Washington
$337K
FWTB
631
First Western Trust Bank
Colorado
$335K
FCM
632
Fortis Capital Management
Washington
$334K
APW
633
Aurora Private Wealth
New Jersey
$333K
Russell Investments Group
634
Russell Investments Group
United Kingdom
$332K
KPWS
635
Kestra Private Wealth Services
Texas
$329K
SIA
636
SeaBridge Investment Advisors
New Jersey
$327K
EAM
637
Evanson Asset Management
California
$327K
MAM
638
Marotta Asset Management
Virginia
$324K
CF
639
Centaurus Financial
California
$324K
GS
640
GTS Securities
New York
$323K
FFS
641
Founders Financial Securities
Maryland
$322K
MCP
642
Mirador Capital Partners
California
$319K
SWA
643
Sterling Wealth Advisors
Florida
$319K
FSWA
644
Financial Synergies Wealth Advisors
Texas
$319K
KA
645
Klingman & Associates
New York
$318K
DI
646
Disciplined Investors
Texas
$317K
HCM
647
Hengehold Capital Management
Ohio
$314K
MAMG
648
Milestone Asset Management Group
Connecticut
$313K
CA
649
CWC Advisors
Oregon
$312K
CIA
650
Capital Investment Advisors
Georgia
$309K