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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
AFAS
701
Acorn Financial Advisory Services
Virginia
$226K +$881 +31 +0.4%
MFIM
702
Mesirow Financial Investment Management
Illinois
$226K +$220K +7,758 New
KPWS
703
Kestra Private Wealth Services
Texas
$225K +$219K +7,717 New
EL
704
Essex LLC
Illinois
$224K – – –
PWM
705
Praetorian Wealth Management
California
$224K +$219K +7,709 New
GBWM
706
Granite Bay Wealth Management
New Hampshire
$224K +$1.11K +39 +0.5%
PPWM
707
Perissos Private Wealth Management
Oklahoma
$222K +$682 +24 +0.3%
STFP
708
Signal Tree Financial Partners
Ohio
$221K – – –
KIA
709
KCM Investment Advisors
California
$221K -$28.4K -1,000 -12%
FFM
710
Forum Financial Management
Illinois
$221K +$216K +7,593 New
LC
711
Landaas & Company
Wisconsin
$221K – – –
WS
712
Wedbush Securities
California
$221K +$9.18K +323 +4%
Vanguard Group
713
Vanguard Group
Pennsylvania
$220K -$30.4K -1,069 -12%
CGFA
714
Colton Groome Financial Advisors
North Carolina
$219K -$284 -10 -0.1%
CPA
715
Capital Performance Advisors
California
$217K +$212K +7,460 New
TWA
716
TCI Wealth Advisors
Arizona
$217K – – –
SFG
717
Synergy Financial Group
California
$216K – – –
WI
718
Wedgewood Investors
Pennsylvania
$215K – – –
CG
719
Caprock Group
Idaho
$214K +$211K +7,440 New
FCM
720
Firestone Capital Management
Florida
$213K +$1.05K +37 +0.5%
HF
721
HRT Financial
New York
$212K +$208K +7,304 New
FSBI
722
Fearless Solutions (Best Invest)
Texas
$210K – – –
BAM
723
Belpointe Asset Management
Nevada
$210K +$205K +7,224 New
GI
724
GAMMA Investing
California
$210K – – –
MNA
725
Manning & Napier Advisors
New York
$210K +$205K +7,200 New
27 28
29
30 31

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.