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
MAMG
626
Milestone Asset Management Group
Connecticut
$307K
APA
627
Astoria Portfolio Advisors
New York
$306K
TI
628
Truepoint Inc
Ohio
$302K
MCA
629
Millennium Capital Advisors
Arkansas
$301K
JWA
630
JFS Wealth Advisors
Pennsylvania
$301K
RFA
631
Resurgent Financial Advisors
Georgia
$300K
NCM
632
Northwest Capital Management
Oregon
$298K
HCM
633
Hengehold Capital Management
Ohio
$298K
HCP
634
Hardin Capital Partners
South Carolina
$295K
CIA
635
Cape Investment Advisory
Georgia
$295K
CW
636
Code Waechter
Florida
$295K
FCH
637
Freestone Capital Holdings
Washington
$293K
Russell Investments Group
638
Russell Investments Group
United Kingdom
$292K
CIA
639
Capital Investment Advisors
Georgia
$292K
SC
640
Shearwater Capital
Colorado
$291K
FRA
641
Front Row Advisors
California
$291K
WW
642
Waterfront Wealth
Kansas
$286K
B
643
Bensler
Washington
$285K
FWM
644
Forza Wealth Management
Florida
$284K
CA
645
CWC Advisors
Oregon
$282K
AIA
646
Accelerate Investment Advisors
California
$279K
RWM
647
RBA Wealth Management
California
$277K
BA
648
Bellwether Advisors
Nebraska
$276K
SIA
649
Spectrum Investment Advisors
Wisconsin
$275K
FWI
650
Facet Wealth Inc
Maryland
$275K