We are live on ! Find out more
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
ACA
101
Ackerman Capital Advisors
Texas
$12.1M -$20.9K -736 -0.2%
SAMC
102
Spectrum Asset Management (California)
California
$12M +$490K +17,234 +4%
FFA
103
Farther Finance Advisors
California
$11.6M -$217K -7,646 -2%
RWP
104
RWA Wealth Partners
Massachusetts
$11.6M -$564K -19,863 -5%
GCP
105
Gill Capital Partners
Colorado
$11.4M -$361K -12,701 -3%
DPI
106
Diversified Portfolios Inc
Michigan
$11.3M +$259K +9,133 +2%
EWM
107
Empirical Wealth Management
Washington
$11.3M -$100K -3,524 -0.9%
JJBC
108
James J. Burns & Company
New York
$11.2M +$94.5K +3,327 +0.9%
IAN
109
Integrated Advisors Network
Texas
$11M -$298K -10,477 -3%
EE
110
EWG Elevate
California
$10.2M +$26.9K +946 +0.3%
WP
111
WealthShield Partners
North Carolina
$10.1M +$2.96K +104 +0%
Mercer Global Advisors
112
Mercer Global Advisors
Colorado
$10.1M -$642K -22,612 -6%
OWM
113
Opes Wealth Management
California
$10M +$36.3K +1,279 +0.4%
BCIM
114
Bishop & Co Investment Management
Pennsylvania
$9.99M
FA
115
Fiduciary Alliance
South Carolina
$9.76M +$11.3K +398 +0.1%
HG
116
Harbor Group
New Hampshire
$9.68M -$21.3K -749 -0.2%
WPIC
117
White Pine Investment Company
Michigan
$9.5M -$55.6K -1,957 -0.6%
ISWM
118
Independent Solutions Wealth Management
New York
$9.23M +$140K +4,914 +2%
TWP
119
Total Wealth Planning
Ohio
$9.02M -$81K -2,852 -0.9%
MBI
120
May Barnhard Investments
Maryland
$8.92M -$1.26M -44,338 -13%
MMHP
121
Murphy Middleton Hinkle & Parker
Georgia
$8.91M +$1.19M +41,910 +16%
WAM
122
Weinberger Asset Management
California
$8.59M -$158K -5,549 -2%
SDWMA
123
Schneider Downs Wealth Management Advisors
Pennsylvania
$8.54M -$72.5K -2,550 -0.9%
CSF
124
Capital Squared Financial
Maryland
$8.45M +$749K +26,356 +10%
HSA
125
HBK Sorce Advisory
Pennsylvania
$8.45M -$670K -23,599 -8%