SCHV icon

Schwab US Large-Cap Value ETF

909 hedge funds and large institutions have $10.7B invested in Schwab US Large-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 344 increasing their positions, 284 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
909
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
72
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 +$177M
2 +$65.4M
3 +$41.7M
4
Ameriprise
Ameriprise
Minnesota
+$37.4M
5
MG
Mather Group
Illinois
+$29.9M

Top Sellers

1 -$68.7M
2 -$32.9M
3 -$21.3M
4
GAM
Gemmer Asset Management
California
-$19M
5
JC
JBGlobal.com
New York
-$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
651
Wealthspan Partners
Iowa
$297K
BIM
652
Bridges Investment Management
Nebraska
$296K
SC
653
Shearwater Capital
Colorado
$296K
FRA
654
Front Row Advisors
California
$296K
ACA
655
Aptus Capital Advisors
Alabama
$295K
RFA
656
Resurgent Financial Advisors
Georgia
$292K
RWM
657
RBA Wealth Management
California
$291K
GAA
658
Guardian Asset Advisors
Pennsylvania
$290K
B
659
Bensler
Washington
$290K
FWM
660
Forza Wealth Management
Florida
$289K
AIM
661
Acropolis Investment Management
Missouri
$287K
MW
662
Marble Wealth
Alabama
$285K
AIA
663
Accelerate Investment Advisors
California
$284K
BA
664
Bellwether Advisors
Nebraska
$280K
SIA
665
Spectrum Investment Advisors
Wisconsin
$280K
MCA
666
Millennium Capital Advisors
Arkansas
$280K
DFA
667
DHJJ Financial Advisors
Illinois
$278K
GT
668
Glenmede Trust
Pennsylvania
$278K
MFC
669
Morris Financial Concepts
South Carolina
$277K
CRC
670
Curi RMB Capital
Illinois
$277K
JIC
671
Joel Isaacson & Co
New York
$277K
NFG
672
Nations Financial Group
Iowa
$277K
BMO
673
Beck Mack & Oliver
New York
$270K
CIC
674
Carnegie Investment Counsel
Ohio
$268K
HIF
675
Hill Island Financial
Michigan
$267K