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SCHV

Schwab US Large-Cap Value ETF
SCHV

929 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 117 funds opening new positions, 348 increasing their positions, 287 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 42

21% more repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 287

7% more funds holding

Funds holding: 865 → 929 (+64)

4% more funds holding in top 10

Funds holding in top 10: 75 → 78 (+3)

1.97% more ownership

Funds ownership: 72.79% → 74.75% (+2%)

4% more capital invested

Capital invested by funds: $10.2B → $10.6B (+$397M)

Holders
929
Holders Change
+64
Holders Change %
+7.4%
% of All Funds
11.3%
Holding in Top 10
78
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4%
% of All Funds
0.95%
New
117
Increased
348
Reduced
287
Closed
42
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$65.4M
2
SEI Investments
SEI Investments
Pennsylvania
+$41.7M
3
Ameriprise
Ameriprise
Minnesota
+$37.4M
4
MG
Mather Group
Illinois
+$29.9M
5
WIA
World Investment Advisors
California
+$24.7M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$68.7M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$32.9M
3
FCI
Financial Counselors Inc
Kansas
-$21.3M
4
GAM
Gemmer Asset Management
California
-$19M
5
JC
JBGlobal.com
New York
-$17.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
901
Strive Financial Group
Indiana
$5.79K +$5.7K +195 New
GJIA
902
Glass Jacobson Investment Advisors
Maryland
$5.6K – – –
CTWM
903
Cherry Tree Wealth Management
Minnesota
$4.53K +$4.47K +153 New
BAM
904
Bellevue Asset Management
Washington
$4.53K – – –
QC
905
Quent Capital
New York
$4.53K – – –
GAMC
906
Garner Asset Management Corp
Texas
$4.29K +$4.24K +145 New
NL
907
NorthAvenue LLC
Ohio
$3.61K +$3.57K +122 New
AGWCA
908
Annis Gardner Whiting Capital Advisors
Florida
$2.96K – – –
AIA
909
Armor Investment Advisors
North Carolina
$2.93K – – –
TPCW
910
TD Private Client Wealth
New York
$2.84K – – –
MA
911
Modus Advisors
Minnesota
$2.75K +$2.72K +93 New
Simplex Trading
912
Simplex Trading
Illinois
$2.58K +$2.54K +87 New
NMG
913
New Millennium Group
Utah
$1.78K – – –
IW
914
Imprint Wealth
South Carolina
$1.69K -$1.67K -57 -50%
MWPCG
915
Measured Wealth Private Client Group
New Hampshire
$1.63K +$1.61K +55 New
SIS
916
Sound Income Strategies
Florida
$1.11K +$1.05K +36 New
TCOV
917
Trust Company of Vermont
Vermont
$1.1K – – –
CFG
918
Clayton Financial Group
Missouri
$1.03K +$1.02K +35 New
CMP
919
Coston McIsaac & Partners
Maine
$1K – – –
KG
920
Kilter Group
New York
$909 -$146 -5 -14%
BFPW
921
BOK Financial Private Wealth
Colorado
$889 – – –
CCMW
922
Cypress Capital Management (Wyoming)
Wyoming
$888 -$438 -15 -33%
AWM
923
Activest Wealth Management
Florida
$859 – – –
QWM
924
Quaker Wealth Management
New Jersey
$859 +$848 +29 New
WWM
925
Wolff Wiese Magana
California
$593 – – –
35 36
37
38 39

SCHV Hedge Fund Activity: Q4 2025 in Review

929 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q4 2025, worth a combined $10.6B — up 3.9% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new SCHV positions and 42 closed out — a net gain of 75 holders — while 348 added to existing stakes and 287 trimmed.

The largest buyer was Creative Planning, adding an estimated $65.4M. The largest seller was Wellington Management Group, exiting entirely with an estimated $68.7M sold.

  • 929 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q4 2025, up from 865 in Q3 2025.
  • Funds reported $10.6B of Schwab US Large-Cap Value ETF stock for Q4 2025, up 3.9% quarter-over-quarter.
  • 117 funds opened new Schwab US Large-Cap Value ETF positions in Q4 2025 and 42 closed out, a net change of +75 holders.
  • The largest Schwab US Large-Cap Value ETF buyer in Q4 2025 was Creative Planning, an estimated $65.4M added.
  • The largest Schwab US Large-Cap Value ETF seller in Q4 2025 was Wellington Management Group, an estimated $68.7M sold.

Based on aggregated 13F filings for Q4 2025.