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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
GI
901
Gradient Investments
Minnesota
-$201K -7,282 Closed
TCM
902
Traub Capital Management
Massachusetts
-$98.1K -3,545 Closed
CIA
903
Choate Investment Advisors
Massachusetts
-$84.1K -3,041 Closed
SO
904
Sierra Ocean
California
-$83K -3,000 Closed
BFP
905
Briaud Financial Planning
Texas
-$58K -2,112 Closed
AWM
906
Atticus Wealth Management
Florida
-$54K -1,950 Closed
BCMLT
907
Beacon Capital Management LLC (Tennessee)
Tennessee
-$47.2K -1,706 Closed
TIM
908
Total Investment Management
Arizona
-$41.1K -1,485 Closed
OW
909
Olistico Wealth
Oklahoma
-$34.2K -1,236 Closed
KFP
910
Keener Financial Planning
Texas
-$34K -1,233 Closed
KIG
911
Kessler Investment Group
Indiana
-$30.1K -1,086 Closed
GWANC
912
Guardian Wealth Advisors (North Carolina)
North Carolina
-$28.9K -1,044 Closed
BMM
913
Berkshire Money Management
Massachusetts
-$24K -867 Closed
DRP
914
Decker Retirement Planning
Utah
-$9.88K -357 Closed
FMP
915
Financial Management Professionals
Texas
-$5.15K -186 Closed
KGP
916
Keystone Global Partners
Colorado
-$4.81K -174 Closed
BIG
917
Brooklyn Investment Group
New York
-$4.65K -168 Closed
TPWA
918
Twin Peaks Wealth Advisors
California
-$1.84K -65 Closed
SIS
919
Sound Income Strategies
Florida
-$996 -36 Closed
NC
920
NewSquare Capital
Pennsylvania
-$336 -12 Closed