SCHV icon

Schwab US Large-Cap Value ETF

919 hedge funds and large institutions have $10.6B invested in Schwab US Large-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 346 increasing their positions, 285 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAMG
726
CWA Asset Management Group
Florida
$235K
AIM
727
Advyzon Investment Management
Illinois
$235K
KSB
728
Kennebec Savings Bank
Maine
$234K
SWM
729
Silverlake Wealth Management
Vermont
$234K
GSC
730
G&S Capital
Colorado
$233K
CAM
731
Clark Asset Management
New Hampshire
$233K
PFBT
732
Parkside Financial Bank & Trust
Missouri
$232K
FFM
733
Forum Financial Management
Illinois
$232K
MFIM
734
Mesirow Financial Investment Management
Illinois
$230K
PWM
735
Praetorian Wealth Management
California
$229K
GBWM
736
Granite Bay Wealth Management
New Hampshire
$229K
BPWM
737
Badgley Phelps Wealth Managers
Washington
$228K
CG
738
Caprock Group
Idaho
$227K
PPWM
739
Perissos Private Wealth Management
Oklahoma
$227K
TIM
740
Total Investment Management
Arizona
$226K
KIA
741
KCM Investment Advisors
California
$225K
LC
742
Landaas & Company
Wisconsin
$225K
WS
743
Wedbush Securities
California
$225K
STFP
744
Signal Tree Financial Partners
Ohio
$225K
TIAA Trust, National Association
745
TIAA Trust, National Association
North Carolina
$222K
EL
746
Essex LLC
Illinois
$222K
TWA
747
TCI Wealth Advisors
Arizona
$220K
CPA
748
Capital Performance Advisors
California
$220K
NCM
749
Northwest Capital Management
Oregon
$220K
SFG
750
Synergy Financial Group
California
$219K