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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
RMP
726
Richards, Merrill & Peterson
Washington
$209K +$204K +7,192 New
PIM
727
Pullen Investment Management
Florida
$209K +$204K +7,167 New
VA
728
Valmark Advisers
Ohio
$209K -$10.5K -369 -5%
IP
729
Ignite Planners
California
$206K +$201K +7,090 New
LEFP
730
Leading Edge Financial Planning
Tennessee
$206K +$201K +7,061 New
AP
731
Appleton Partners
Massachusetts
$205K +$200K +7,031 New
CA
732
CoreCap Advisors
Michigan
$203K +$66.3K +2,335 +51%
FFA
733
First Foundation Advisors
California
$201K +$196K +6,903 New
SWA
734
Serenus Wealth Advisors
California
$201K +$196K +6,891 New
GA
735
GoalVest Advisory
New York
$200K
SIC
736
Salem Investment Counselors
North Carolina
$197K -$38.4K -1,353 -17%
FVIM
737
Fort Vancouver Investment Management
Washington
$197K
BIA
738
Bell Investment Advisors
California
$189K -$167K -5,877 -48%
CCM
739
Chilton Capital Management
Texas
$186K
LB
740
Legacy Bridge
Iowa
$185K +$180K +6,341 New
WPA
741
West Paces Advisors
Georgia
$183K
VNA
742
Valley National Advisers
Pennsylvania
$177K +$24.1K +849 +16%
RF
743
Robbins Farley
New Hampshire
$172K -$767 -27 -0.5%
MWA
744
Medallion Wealth Advisors
Connecticut
$170K +$23.8K +838 +17%
AAS
745
Ameritas Advisory Services
Nebraska
$169K -$253K -8,918 -61%
AG
746
AmeriFlex Group
Nevada
$168K +$95.3K +3,355 +139%
SIS
747
Strategic Investment Solutions
Illinois
$160K -$13.1K -462 -8%
AIA
748
Arcadia Investment Advisors
Idaho
$154K
CAM
749
Costello Asset Management
Pennsylvania
$152K -$3.64K -128 -2%
MIA
750
MeadowBrook Investment Advisors
Michigan
$146K