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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
FSWA
626
Financial Synergies Wealth Advisors
Texas
$313K +$1.05K +37 +0.3%
DI
627
Disciplined Investors
Texas
$309K +$455 +16 +0.2%
MAMG
628
Milestone Asset Management Group
Connecticut
$307K +$1.19K +42 +0.4%
APA
629
Astoria Portfolio Advisors
New York
$306K +$298K +10,476 New
TI
630
Truepoint Inc
Ohio
$302K -$18K -632 -6%
MCA
631
Millennium Capital Advisors
Arkansas
$301K -$42.8K -1,505 -13%
JWA
632
JFS Wealth Advisors
Pennsylvania
$301K +$10.7K +378 +4%
RFA
633
Resurgent Financial Advisors
Georgia
$300K -$60.6K -2,132 -17%
NCM
634
Northwest Capital Management
Oregon
$298K -$457K -16,097 -61%
HCM
635
Hengehold Capital Management
Ohio
$298K +$1.36K +48 +0.5%
HCP
636
Hardin Capital Partners
South Carolina
$295K – – –
CIA
637
Cape Investment Advisory
Georgia
$295K -$16.8M -592,424 -98%
CW
638
Code Waechter
Florida
$295K – – –
FCH
639
Freestone Capital Holdings
Washington
$293K – – –
Russell Investments Group
640
Russell Investments Group
United Kingdom
$292K +$160K +5,633 +128%
CIA
641
Capital Investment Advisors
Georgia
$292K +$426 +15 +0.1%
IFG
642
Independent Financial Group
California
$292K +$767 +27 +0.3%
SC
643
Shearwater Capital
Colorado
$291K – – –
FRA
644
Front Row Advisors
California
$291K -$11.5K -405 -4%
WW
645
Waterfront Wealth
Kansas
$286K -$4.86K -171 -2%
B
646
Bensler
Washington
$285K +$284 +10 +0.1%
FWM
647
Forza Wealth Management
Florida
$284K – – –
CA
648
CWC Advisors
Oregon
$282K +$42K +1,478 +18%
AIA
649
Accelerate Investment Advisors
California
$279K -$76.4K -2,690 -22%
RWM
650
RBA Wealth Management
California
$277K +$6.93K +244 +3%
24 25
26
27 28

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.