We are live on ! Find out more
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
SRCM
776
Signature Resources Capital Management
California
$64.8K
HDIM
777
Hanson & Doremus Investment Management
Vermont
$63K
TFGT
778
TS Financial Group (TSFG)
Illinois
$61K
UFPG
779
United Financial Planning Group
New York
$61K +$59.5K +2,095 New
MIM
780
MTM Investment Management
South Carolina
$60.7K
JFA
781
JNBA Financial Advisors
Minnesota
$60.2K
PFM
782
Phillips Financial Management
Indiana
$59.4K
VWM
783
Vermillion Wealth Management
Minnesota
$58.5K -$2.1K -74 -4%
PC
784
Promus Capital
Illinois
$57.9K
SWM
785
Spire Wealth Management
Virginia
$53.3K -$28 -1 -0.1%
PK
786
Pflug Koory
Nebraska
$51.2K +$28 +1 +0.1%
RFG
787
REAP Financial Group
Texas
$48.1K +$47K +1,654 New
KFI
788
Key Financial Inc
Pennsylvania
$47.3K
BCM
789
Blume Capital Management
California
$43.7K
WTC
790
WhitTier Trust Company
Nevada
$43.5K +$7.16K +252 +20%
NG
791
NWK Group
California
$41.2K
CFO
792
CVA Family Office
Colorado
$41K +$142 +5 +0.4%
HWM
793
Horizons Wealth Management
North Carolina
$38.5K -$12.9K -454 -26%
FCT
794
Family Capital Trust
Massachusetts
$37.8K
MSFP
795
Mark Sheptoff Financial Planning
Connecticut
$37.1K
AWM
796
Abound Wealth Management
Tennessee
$36.4K +$8.52K +300 +32%
T
797
Tidemark
California
$34.9K
ME
798
McIlrath & Eck
Washington
$34.8K
FCT
799
First Community Trust
Iowa
$34.6K
JHCP
800
Jackson Hole Capital Partners
Oklahoma
$34.1K