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SCHV

Schwab US Large-Cap Value ETF
SCHV

929 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 117 funds opening new positions, 348 increasing their positions, 287 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 42

21% more repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 287

7% more funds holding

Funds holding: 865 → 929 (+64)

4% more funds holding in top 10

Funds holding in top 10: 75 → 78 (+3)

1.97% more ownership

Funds ownership: 72.79% → 74.75% (+2%)

4% more capital invested

Capital invested by funds: $10.2B → $10.6B (+$397M)

Holders
929
Holders Change
+64
Holders Change %
+7.4%
% of All Funds
11.3%
Holding in Top 10
78
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4%
% of All Funds
0.95%
New
117
Increased
348
Reduced
287
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$65.4M
2
SEI Investments
SEI Investments
Pennsylvania
+$41.7M
3
Ameriprise
Ameriprise
Minnesota
+$37.4M
4
MG
Mather Group
Illinois
+$29.9M
5
WIA
World Investment Advisors
California
+$24.7M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$68.7M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$32.9M
3
FCI
Financial Counselors Inc
Kansas
-$21.3M
4
GAM
Gemmer Asset Management
California
-$19M
5
JC
JBGlobal.com
New York
-$17.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
RC
776
Roundview Capital
New Jersey
$208K +$205K +7,014 New
FFA
777
First Foundation Advisors
California
$204K – – –
SWA
778
Serenus Wealth Advisors
California
$204K – – –
HC
779
Hamilton Capital
Ohio
$204K +$201K +6,885 New
PIA
780
Pinion Investment Advisors
Kansas
$204K -$472K -16,165 -70%
GA
781
GoalVest Advisory
New York
$204K – – –
FFWA
782
FRG Family Wealth Advisors
Washington
$203K +$201K +6,861 New
CL
783
CVFG LLC
Indiana
$203K +$200K +6,858 New
KFP
784
Kerr Financial Planning
California
$202K +$98.2K +3,359 +101%
CGFA
785
Colton Groome Financial Advisors
North Carolina
$202K -$19.7K -673 -9%
KWM
786
KW Wealth Management
California
$202K +$199K +6,819 New
WMN
787
Wealth Management Nebraska
Nebraska
$201K +$199K +6,798 New
SIC
788
Salem Investment Counselors
North Carolina
$200K – – –
FVIM
789
Fort Vancouver Investment Management
Washington
$199K -$1.23K -42 -0.6%
BIA
790
Bell Investment Advisors
California
$192K – – –
BA
791
Blueline Advisors
New Hampshire
$190K +$188K +6,430 New
CCM
792
Chilton Capital Management
Texas
$189K – – –
LB
793
Legacy Bridge
Iowa
$188K – – –
WPA
794
West Paces Advisors
Georgia
$187K – – –
VNA
795
Valley National Advisers
Pennsylvania
$184K +$4.36K +149 +2%
TRCT
796
Tower Research Capital (TRC)
New York
$169K -$1.31M -44,753 -89%
MWA
797
Medallion Wealth Advisors
Connecticut
$164K -$9.21K -315 -5%
SIS
798
Strategic Investment Solutions
Illinois
$163K +$205 +7 +0.1%
KBFS
799
Kohmann Bosshard Financial Services
Ohio
$158K +$156K +5,347 New
HHGA
800
Halbert Hargrove Global Advisors
California
$158K +$149K +5,098 +2,296%
30 31
32
33 34

SCHV Hedge Fund Activity: Q4 2025 in Review

929 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q4 2025, worth a combined $10.6B — up 3.9% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new SCHV positions and 42 closed out — a net gain of 75 holders — while 348 added to existing stakes and 287 trimmed.

The largest buyer was Creative Planning, adding an estimated $65.4M. The largest seller was Wellington Management Group, exiting entirely with an estimated $68.7M sold.

  • 929 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q4 2025, up from 865 in Q3 2025.
  • Funds reported $10.6B of Schwab US Large-Cap Value ETF stock for Q4 2025, up 3.9% quarter-over-quarter.
  • 117 funds opened new Schwab US Large-Cap Value ETF positions in Q4 2025 and 42 closed out, a net change of +75 holders.
  • The largest Schwab US Large-Cap Value ETF buyer in Q4 2025 was Creative Planning, an estimated $65.4M added.
  • The largest Schwab US Large-Cap Value ETF seller in Q4 2025 was Wellington Management Group, an estimated $68.7M sold.

Based on aggregated 13F filings for Q4 2025.