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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
SC
826
Stephens Consulting
Michigan
$11.4K -$4.06K -143 -27%
Fifth Third Bancorp
827
Fifth Third Bancorp
Ohio
$10.6K -$8.78K -309 -46%
RF
828
Rossby Financial
Florida
$10.5K -$483 -17 -5%
MBFW
829
Morton Brown Family Wealth
Pennsylvania
$10.3K
GWSG
830
GPS Wealth Strategies Group
Colorado
$10.2K
CA
831
Crewe Advisors
Utah
$9.52K +$57 +2 +0.6%
OP
832
ORG Partners
Indiana
$9.47K
RJA
833
Ross\Johnson & Associates
Minnesota
$9.23K +$966 +34 +12%
AWM
834
Aberdeen Wealth Management
Illinois
$8.73K
CMA
835
Cedar Mountain Advisors
Oregon
$8.7K
AUB
836
Atlantic Union Bankshares
Virginia
$8.44K -$5.06K -178 -38%
CFP
837
Comprehensive Financial Planning
Pennsylvania
$8.38K -$11.4K -402 -58%
PPC
838
Park Place Capital
Alabama
$8.21K
AP
839
Atwood & Palmer
Missouri
$7.86K +$7.67K +270 New
LI
840
LRI Investments
Florida
$7.6K
HIA
841
Harbor Investment Advisory
Maryland
$6.55K
HHGA
842
Halbert Hargrove Global Advisors
California
$6.46K
GJIA
843
Glass Jacobson Investment Advisors
Maryland
$5.5K +$5.37K +189 New
FDW
844
Fourth Dimension Wealth
Ohio
$4.6K +$1.28K +45 +40%
QC
845
Quent Capital
New York
$4.45K +$4.35K +153 New
BAM
846
Bellevue Asset Management
Washington
$4.45K
PWMG
847
Private Wealth Management Group
New Jersey
$3.93K
IW
848
Imprint Wealth
South Carolina
$3.32K +$3.24K +114 New
AGWCA
849
Annis Gardner Whiting Capital Advisors
Florida
$2.91K -$767 -27 -21%
AIA
850
Armor Investment Advisors
North Carolina
$2.88K