SCHV icon

Schwab US Large-Cap Value ETF

859 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, 333 increasing their positions, 293 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
859
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
74
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
TI
626
Truepoint Inc
Ohio
$302K
MCA
627
Millennium Capital Advisors
Arkansas
$301K
JWA
628
JFS Wealth Advisors
Pennsylvania
$301K
RFA
629
Resurgent Financial Advisors
Georgia
$300K
NCM
630
Northwest Capital Management
Oregon
$298K
HCM
631
Hengehold Capital Management
Ohio
$298K
HCP
632
Hardin Capital Partners
South Carolina
$295K
CIA
633
Cape Investment Advisory
Georgia
$295K
CW
634
Code Waechter
Florida
$295K
FCH
635
Freestone Capital Holdings
Washington
$293K
Russell Investments Group
636
Russell Investments Group
United Kingdom
$292K
CIA
637
Capital Investment Advisors
Georgia
$292K
SC
638
Shearwater Capital
Colorado
$291K
FRA
639
Front Row Advisors
California
$291K
WW
640
Waterfront Wealth
Kansas
$286K
B
641
Bensler
Washington
$285K
FWM
642
Forza Wealth Management
Florida
$284K
CA
643
CWC Advisors
Oregon
$282K
AIA
644
Accelerate Investment Advisors
California
$279K
RWM
645
RBA Wealth Management
California
$277K
BA
646
Bellwether Advisors
Nebraska
$276K
SIA
647
Spectrum Investment Advisors
Wisconsin
$275K
FWI
648
Facet Wealth Inc
Maryland
$275K
MFC
649
Morris Financial Concepts
South Carolina
$274K
CRC
650
Curi RMB Capital
Illinois
$272K