SCHV icon

Schwab US Large-Cap Value ETF

919 hedge funds and large institutions have $10.6B invested in Schwab US Large-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 346 increasing their positions, 285 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
901
Modus Advisors
Minnesota
$2.75K
Simplex Trading
902
Simplex Trading
Illinois
$2.58K
NMG
903
New Millennium Group
Utah
$1.78K
IW
904
Imprint Wealth
South Carolina
$1.69K
MWPCG
905
Measured Wealth Private Client Group
New Hampshire
$1.63K
SIS
906
Sound Income Strategies
Florida
$1.11K
TCOV
907
Trust Company of Vermont
Vermont
$1.1K
CFG
908
Clayton Financial Group
Missouri
$1.03K
CMP
909
Coston McIsaac & Partners
Maine
$1K
KG
910
Kilter Group
New York
$909
BFPW
911
BOK Financial Private Wealth
Colorado
$889
CCMW
912
Cypress Capital Management (Wyoming)
Wyoming
$888
AWM
913
Activest Wealth Management
Florida
$859
QWM
914
Quaker Wealth Management
New Jersey
$859
WWM
915
Wolff Wiese Magana
California
$593
GGI
916
Godsey & Gibb Inc
Virginia
$445
IF
917
Integrity Financial
Wyoming
$266
SWA
918
SOA Wealth Advisors
New York
$141
SAS
919
Spurstone Advisory Services
Connecticut
$89
Wellington Management Group
920
Wellington Management Group
Massachusetts
FCI
921
Financial Counselors Inc
Kansas
JC
922
JBGlobal.com
New York
MMHP
923
Murphy Middleton Hinkle & Parker
Georgia
CPRC
924
Consolidated Portfolio Review Corp
New York
SCM
925
Saxony Capital Management
Missouri