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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
RDFA
801
Ritter Daniher Financial Advisory
Ohio
$32.3K +$313 +11 +1%
DI
802
DAGCO Inc
Ohio
$30.3K
NEWAS
803
N.E.W. Advisory Services
Wisconsin
$29.6K
HCM
804
Hollencrest Capital Management
California
$29K
TAM
805
Tucker Asset Management
Colorado
$28.1K
DIP
806
DT Investment Partners
Pennsylvania
$26K
JWM
807
JPL Wealth Management
Colorado
$25.8K +$25.1K +885 New
DPW
808
DiNuzzo Private Wealth
Pennsylvania
$25.2K
FGAM
809
Financial Gravity Asset Management
Texas
$24.2K +$23.6K +831 New
OA
810
Operose Advisors
Wisconsin
$23K +$22.4K +789 New
MSG
811
Main Street Group
Virginia
$20.1K
JFGIW
812
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19.7K -$3.41K -120 -15%
TCM
813
Tradewinds Capital Management
Washington
$19.2K
FLFS
814
Family Legacy Financial Solutions
North Carolina
$19K +$85 +3 +0.5%
WCM
815
Winthrop Capital Management
Indiana
$18K
OWP
816
ORG Wealth Partners
Texas
$17.2K
RWM
817
RMG Wealth Management
Wisconsin
$15.9K
FPB
818
First PREMIER Bank
South Dakota
$15K
CWA
819
Carolina Wealth Advisors
South Carolina
$15K +$625 +22 +4%
JFG
820
JDM Financial Group
Texas
$14.1K
CCM
821
Cloud Capital Management
Washington
$14K +$14.5K +510 New
EWM
822
Evolution Wealth Management
Florida
$13.3K
PS
823
Pinney & Scofield
Massachusetts
$12.9K +$85 +3 +0.7%
AIC
824
Archer Investment Corporation
Indiana
$11.9K
PIP
825
Peachtree Investment Partners
Florida
$11.5K +$57 +2 +0.5%