SCHV icon

Schwab US Large-Cap Value ETF

841 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, 328 increasing their positions, 280 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$246M
2 +$68.7M
3 +$51.6M
4
SEI Investments
SEI Investments
Pennsylvania
+$37.7M
5
MG
Mather Group
Illinois
+$32.4M

Top Sellers

1 -$27.7M
2 -$20.5M
3 -$15.5M
4
BHB
Bank Hapoalim BM
Israel
-$13.4M
5
RF
rebel Financial
Ohio
-$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
101
RWA Wealth Partners
Massachusetts
$11.6M
GCP
102
Gill Capital Partners
Colorado
$11.4M
DPI
103
Diversified Portfolios Inc
Michigan
$11.3M
EWM
104
Empirical Wealth Management
Washington
$11.3M
JJBC
105
James J. Burns & Company
New York
$11.2M
IAN
106
Integrated Advisors Network
Texas
$11M
EE
107
EWG Elevate
California
$10.2M
WP
108
WealthShield Partners
North Carolina
$10.1M
Mercer Global Advisors
109
Mercer Global Advisors
Colorado
$10.1M
OWM
110
Opes Wealth Management
California
$10M
BCIM
111
Bishop & Co Investment Management
Pennsylvania
$9.99M
FA
112
Fiduciary Alliance
South Carolina
$9.76M
HG
113
Harbor Group
New Hampshire
$9.68M
WPIC
114
White Pine Investment Company
Michigan
$9.5M
ISWM
115
Independent Solutions Wealth Management
New York
$9.23M
TWP
116
Total Wealth Planning
Ohio
$9.02M
MBI
117
May Barnhard Investments
Maryland
$8.92M
MMHP
118
Murphy Middleton Hinkle & Parker
Georgia
$8.91M
WAM
119
Weinberger Asset Management
California
$8.59M
SDWMA
120
Schneider Downs Wealth Management Advisors
Pennsylvania
$8.54M
HSA
121
HBK Sorce Advisory
Pennsylvania
$8.45M
GPFA
122
Game Plan Financial Advisors
Ohio
$8.36M
TWM
123
Thrive Wealth Management
Pennsylvania
$8.28M
CKAIS
124
Christensen King & Associates Investment Services
Washington
$8.18M
RGF
125
Retirement Guys Formula
Ohio
$8.08M