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
AAP
876
Arax Advisory Partners
Colorado
-$1.62M -57,185 Closed
NWAG
877
Net Worth Advisory Group
Utah
-$1.56M -56,339 Closed
BRWA
878
B. Riley Wealth Advisors
Florida
-$1.18M -42,565 Closed
FTUS
879
Flow Traders U.S.
New York
-$1.11M -40,151 Closed
FAIM
880
Financial Advocates Investment Management
Washington
-$918K -33,176 Closed
D.E. Shaw & Co
881
D.E. Shaw & Co
New York
-$855K -30,902 Closed
AG
882
Ascent Group
Virginia
-$718K -25,939 Closed
JCIA
883
Jackson Creek Investment Advisors
Colorado
-$494K -17,865 Closed
SB
884
Strategic Blueprint
Georgia
-$404K -14,603 Closed
Legacy Financial Group (Iowa)
885
Legacy Financial Group (Iowa)
Iowa
-$383K -13,833 Closed
FA
886
FSA Advisors
Michigan
-$318K -11,481 Closed
FPCP
887
Fort Point Capital Partners
California
-$307K -11,103 Closed
FFS
888
Founders Financial Securities
Maryland
-$293K -10,592 Closed
AWM
889
Accel Wealth Management
Iowa
-$278K -10,031 Closed
GWM
890
Gibbs Wealth Management
Georgia
-$273K -9,871 Closed
FWS
891
FinDec Wealth Services
California
-$245K -8,843 Closed
IA
892
IFG Advisory
Georgia
-$244K -8,827 Closed
LWL
893
Leo Wealth LLC
Texas
-$241K -8,692 Closed
KPWG
894
KFA Private Wealth Group
Virginia
-$240K -8,661 Closed
QCM
895
QRG Capital Management
Illinois
-$232K -8,379 Closed
PWPS
896
Pinnacle Wealth Planning Services
Ohio
-$222K -8,025 Closed
CCAL
897
City Center Advisors LLC
Michigan
-$214K -7,748 Closed
CIAS
898
CFS Investment Advisory Services
New Jersey
-$212K -7,677 Closed
BI
899
Bradyco Inc
Massachusetts
-$209K -7,539 Closed
AOWM
900
Alpha Omega Wealth Management
Virginia
-$209K -7,536 Closed