SCHV icon

Schwab US Large-Cap Value ETF

842 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, 329 increasing their positions, 280 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
842
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
74
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
FFA
101
Farther Finance Advisors
California
$11.6M
RWP
102
RWA Wealth Partners
Massachusetts
$11.6M
GCP
103
Gill Capital Partners
Colorado
$11.4M
DPI
104
Diversified Portfolios Inc
Michigan
$11.3M
EWM
105
Empirical Wealth Management
Washington
$11.3M
JJBC
106
James J. Burns & Company
New York
$11.2M
IAN
107
Integrated Advisors Network
Texas
$11M
EE
108
EWG Elevate
California
$10.2M
WP
109
WealthShield Partners
North Carolina
$10.1M
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$10.1M
OWM
111
Opes Wealth Management
California
$10M
BCIM
112
Bishop & Co Investment Management
Pennsylvania
$9.99M
FA
113
Fiduciary Alliance
South Carolina
$9.76M
HG
114
Harbor Group
New Hampshire
$9.68M
WPIC
115
White Pine Investment Company
Michigan
$9.5M
ISWM
116
Independent Solutions Wealth Management
New York
$9.23M
TWP
117
Total Wealth Planning
Ohio
$9.02M
MBI
118
May Barnhard Investments
Maryland
$8.92M
MMHP
119
Murphy Middleton Hinkle & Parker
Georgia
$8.91M
WAM
120
Weinberger Asset Management
California
$8.59M
SDWMA
121
Schneider Downs Wealth Management Advisors
Pennsylvania
$8.54M
HSA
122
HBK Sorce Advisory
Pennsylvania
$8.45M
GPFA
123
Game Plan Financial Advisors
Ohio
$8.36M
TWM
124
Thrive Wealth Management
Pennsylvania
$8.28M
CKAIS
125
Christensen King & Associates Investment Services
Washington
$8.18M