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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
BA
651
Bellwether Advisors
Nebraska
$276K – – –
SIA
652
Spectrum Investment Advisors
Wisconsin
$275K +$269K +9,460 New
FWI
653
Facet Wealth Inc
Maryland
$275K -$30.3K -1,066 -10%
MFC
654
Morris Financial Concepts
South Carolina
$274K +$511 +18 +0.2%
CRC
655
Curi RMB Capital
Illinois
$272K – – –
JIC
656
Joel Isaacson & Co
New York
$272K – – –
HWA
657
Hillcrest Wealth Advisors
New Jersey
$270K -$20K -705 -7%
AIM
658
Aspen Investment Management
Michigan
$269K -$4.06K -143 -2%
AIM
659
Acropolis Investment Management
Missouri
$268K – – –
BMO
660
Beck Mack & Oliver
New York
$266K – – –
AWA
661
Acorn Wealth Advisors
Michigan
$264K +$1.19K +42 +0.5%
DFA
662
DHJJ Financial Advisors
Illinois
$263K -$23.2K -817 -8%
CWP
663
Clark Wealth Partners
Illinois
$263K +$2.16K +76 +0.9%
HIF
664
Hill Island Financial
Michigan
$262K – – –
IWP
665
IAG Wealth Partners
Wisconsin
$262K – – –
CWM
666
CCG Wealth Management
California
$260K +$253K +8,919 New
GAA
667
Guardian Asset Advisors
Pennsylvania
$259K -$43.6K -1,533 -15%
SP
668
Stonebrook Private
Michigan
$258K – – –
SNBOSD
669
Security National Bank of So Dak
Iowa
$256K -$1.96K -69 -0.8%
DT
670
Diversified Trust
Tennessee
$253K +$1.08K +38 +0.4%
TWM
671
TCFG Wealth Management
California
$252K – – –
ZIC
672
ZWJ Investment Counsel
Georgia
$252K +$8.52K +300 +4%
AWM
673
Aprio Wealth Management
Georgia
$251K -$18K -634 -7%
BLFG
674
Brian Low Financial Group
Louisiana
$248K – – –
MC
675
Matisse Capital
Oregon
$248K – – –
25 26
27
28 29

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.