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SCHV

Schwab US Large-Cap Value ETF

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: 879865 (-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: 7875 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
WHCFA
676
William Howard & Co Financial Advisors
Tennessee
$245K +$1.22K +43 +0.5%
OAM
677
Oppenheimer Asset Management
New York
$244K
PAS
678
Parsonex Advisory Services
Colorado
$244K -$710 -25 -0.3%
FWM
679
Focused Wealth Management
New York
$242K +$1.19K +42 +0.5%
LFS
680
Lutz Financial Services
Nebraska
$241K
TIAA Trust, National Association
681
TIAA Trust, National Association
North Carolina
$240K +$234K +8,228 New
HAP
682
Harbor Asset Planning
Massachusetts
$239K +$1.17K +41 +0.5%
GI
683
GS Investments
Minnesota
$239K +$20K +705 +9%
AA
684
Advisory Alpha
Michigan
$238K +$22.1K +778 +11%
CFO
685
Collective Family Office
Pennsylvania
$238K +$9.94K +350 +4%
PWM
686
Penobscot Wealth Management
Maine
$237K -$85 -3 -0%
AIM
687
Anchor Investment Management
South Carolina
$237K +$142 +5 +0.1%
AG
688
Advocate Group
Minnesota
$236K
AC
689
AlphaCore Capital
California
$235K +$767 +27 +0.3%
RWM
690
Rialto Wealth Management
New York
$234K -$28 -1 -0%
LSL
691
Legacy Solutions LLC
Pennsylvania
$232K +$1.14K +40 +0.5%
CAMG
692
CWA Asset Management Group
Florida
$231K +$225K +7,927 New
FG
693
Foster Group
Iowa
$230K +$483 +17 +0.2%
CAM
694
Clark Asset Management
New Hampshire
$229K
HIP
695
HUB Investment Partners
Texas
$229K +$2.22K +78 +1%
GSC
696
G&S Capital
Colorado
$229K +$483 +17 +0.2%
OCPWS
697
One Charles Private Wealth Services
Massachusetts
$229K -$39.5K -1,392 -15%
PFBT
698
Parkside Financial Bank & Trust
Missouri
$228K -$59.1K -2,081 -21%
GWMR
699
GC Wealth Management RIA
Massachusetts
$228K -$30.4K -1,069 -12%
CB
700
Commerce Bank
Missouri
$227K