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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
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$18.8M +$4.36M +153,300 +31%
UWM
77
USAdvisors Wealth Management
Minnesota
$18.5M +$1.29M +45,578 +8%
SFA
78
Seneca Financial Advisors
New York
$18.5M -$505K -17,759 -3%
DP
79
Denver PWM
Colorado
$18.3M +$3.13K +110 +0%
GC
80
Garde Capital
Washington
$17.8M -$83.4K -2,934 -0.5%
MA
81
Mutual Advisors
Nebraska
$17.7M +$145K +5,106 +0.8%
PWM
82
Perigon Wealth Management
California
$17.5M +$622K +21,895 +4%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$17.5M +$1.14M +40,229 +7%
CWA
84
Cornerstone Wealth Advisors
Minnesota
$17.4M +$362K +12,750 +2%
NFG
85
Northeast Financial Group
Pennsylvania
$17.2M +$8.95M +315,104 +114%
WA
86
Waverly Advisors
Alabama
$17.2M +$240K +8,431 +1%
KAS
87
Kestra Advisory Services
Texas
$17.2M -$3.17M -111,713 -16%
JC
88
JBGlobal.com
New York
$17.1M -$1.22M -42,774 -7%
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$16.2M -$603K -21,228 -4%
Raymond James Financial
90
Raymond James Financial
Florida
$16.1M -$593K -20,866 -4%
GSIS
91
Global Strategic Investment Solutions
Arizona
$15.6M +$38.2K +1,346 +0.3%
SF
92
Seek First
California
$15.5M +$420K +14,773 +3%
WMWM
93
Whitaker-Myers Wealth Managers
Ohio
$15M +$817K +28,754 +6%
PCM
94
Payne Capital Management
New York
$14.8M +$1.2M +42,202 +9%
MWA
95
Martel Wealth Advisors
Washington
$14.6M -$534K -18,799 -4%
RF
96
rebel Financial
Ohio
$13.5M -$13.6M -477,459 Closed
YP
97
YANKCOM Partnership
South Dakota
$13.1M +$528K +18,586 +4%
GB
98
Goepper Burkhardt
South Carolina
$12.6M -$923K -32,500 -7%
BWL
99
Bogart Wealth LLC
Virginia
$12.4M -$907K -31,941 -7%
AF
100
Allworth Financial
California
$12.1M -$570K -20,049 -5%