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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
GIA
51
GHP Investment Advisors
Colorado
$29.1M +$441K +15,534 +2%
MCM
52
MAI Capital Management
Ohio
$28.9M +$492K +17,327 +2%
FAN
53
Financial Advisors Network
California
$28.6M +$1.94M +68,249 +7%
Cerity Partners
54
Cerity Partners
New York
$27.8M -$1.12M -39,493 -4%
TWM
55
Tradition Wealth Management
Minnesota
$27.4M -$34.4K -1,209 -0.1%
AIA
56
Ally Invest Advisors
North Carolina
$27M +$2.46M +86,683 +10%
MT
57
Midwest Trust
Kansas
$26.8M -$663K -23,337 -2%
MML Investors Services
58
MML Investors Services
Massachusetts
$25M +$780K +27,440 +3%
Wells Fargo
59
Wells Fargo
California
$24.3M -$9M -316,677 -28%
PA
60
Persium Advisors
Georgia
$23.9M +$1.02M +35,770 +5%
MFG
61
Merit Financial Group
Georgia
$23.7M -$1.03M -36,166 -4%
Creative Planning
62
Creative Planning
Kansas
$23.1M +$608K +21,404 +3%
SFG
63
Sage Financial Group
Pennsylvania
$22.7M +$105K +3,708 +0.5%
PCIA
64
Prime Capital Investment Advisors
Kansas
$22.6M -$717K -25,233 -3%
FFN
65
Focus Financial Network
Minnesota
$21.6M -$2.49M -87,488 -11%
MWP
66
Meriwether Wealth & Planning
Louisiana
$21.4M +$1.14M +40,249 +6%
NFW
67
Noble Family Wealth
Florida
$21.3M +$284K +9,994 +1%
FCI
68
Financial Counselors Inc
Kansas
$21.3M -$557K -19,595 -3%
CCWA
69
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$21M -$1.19M -42,035 -6%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$19.9M -$581K -20,445 -3%
EFG
71
Ethos Financial Group
Pennsylvania
$19.7M +$190K +6,672 +1%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$19.5M -$638K -22,460 -3%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$19.1M -$21.8K -766 -0.1%
LC
74
LCNB Corp
Ohio
$19M +$2.96M +104,323 +19%
KNFPWM
75
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$18.9M +$896K +31,529 +5%