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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
TPCW
851
TD Private Client Wealth
New York
$2.79K +$1.36K +48 +100%
RA
852
Rise Advisors
New York
$2.77K
HPIA
853
Hamilton Point Investment Advisors
North Carolina
$1.75K
NMG
854
New Millennium Group
Utah
$1.75K
CCMW
855
Cypress Capital Management (Wyoming)
Wyoming
$1.31K
HFS
856
Hopwood Financial Services
Virginia
$1.25K
TCOV
857
Trust Company of Vermont
Vermont
$1.08K
KG
858
Kilter Group
New York
$1.04K -$28 -1 -3%
CMP
859
Coston McIsaac & Partners
Maine
$1K
BFPW
860
BOK Financial Private Wealth
Colorado
$874 -$426 -15 -33%
AWM
861
Activest Wealth Management
Florida
$844 +$824 +29 New
WWM
862
Wolff Wiese Magana
California
$583 -$284 -10 -33%
GGI
863
Godsey & Gibb Inc
Virginia
$437
IF
864
Integrity Financial
Wyoming
$262 -$256 -9 -50%
SWA
865
SOA Wealth Advisors
New York
$138
SAS
866
Spurstone Advisory Services
Connecticut
$87
TFA
867
Teamwork Financial Advisors
Texas
-$27.7M -999,701 Closed
BHB
868
Bank Hapoalim BM
Israel
-$13.4M -504,000 Closed
CI
869
Conning Inc
Connecticut
-$7.02M -253,673 Closed
SW
870
SteelPeak Wealth
California
-$5.05M -182,496 Closed
VBWMG
871
Von Berge Wealth Management Group
California
-$4.32M -153,341 Closed
ZI
872
ZEGA Investments
Florida
-$2.98M -107,734 Closed
CPA
873
Compass Planning Associates
Massachusetts
-$2.63M -95,101 Closed
ECM
874
Evergreen Capital Management
Washington
-$1.86M -67,383 Closed
TNA
875
True North Advisors
Texas
-$1.59M -57,401 Closed