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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
GPFA
126
Game Plan Financial Advisors
Ohio
$8.36M -$225K -7,918 -3%
TWM
127
Thrive Wealth Management
Pennsylvania
$8.28M -$7.96K -280 -0.1%
CKAIS
128
Christensen King & Associates Investment Services
Washington
$8.18M -$46.5K -1,635 -0.6%
RGF
129
Retirement Guys Formula
Ohio
$8.08M -$115K -4,044 -1%
FF
130
Friday Financial
Iowa
$8.04M +$1.35M +47,361 +21%
CMP
131
Courage Miller Partners
Virginia
$8M +$33.9K +1,193 +0.4%
EWA
132
Exencial Wealth Advisors
Oklahoma
$8M +$163K +5,732 +2%
Focus Partners Wealth
133
Focus Partners Wealth
Massachusetts
$7.91M -$11.2M -395,958 -59%
BCM
134
Brookstone Capital Management
Illinois
$7.68M +$1.09M +38,209 +17%
US Bancorp
135
US Bancorp
Minnesota
$7.52M -$785K -27,624 -10%
IWC
136
Integrated Wealth Concepts
Massachusetts
$7.46M -$106K -3,717 -1%
PSCM
137
Per Stirling Capital Management
Texas
$7.4M +$247K +8,681 +4%
GIA
138
Gladstone Institutional Advisory
Florida
$7.37M -$8.81K -310 -0.1%
BAM
139
Berkshire Asset Management
Pennsylvania
$6.96M +$138K +4,862 +2%
VWA
140
Visionary Wealth Advisors
Illinois
$6.85M +$245K +8,637 +4%
Goldman Sachs
141
Goldman Sachs
New York
$6.74M +$4.95M +174,133 +303%
CM
142
Columbus Macro
Pennsylvania
$6.74M -$160K -5,640 -2%
LTL
143
Lowery Thomas LLC
California
$6.51M +$195K +6,847 +3%
PMG
144
ProVise Management Group
Florida
$6.5M -$74.8K -2,634 -1%
CAM
145
Cresset Asset Management
Illinois
$6.32M +$8.78K +309 +0.1%
IFS
146
Ifrah Financial Services
Arkansas
$6.31M +$3.1K +109 +0.1%
PFWA
147
Paces Ferry Wealth Advisors
Georgia
$6.3M -$25.9K -910 -0.4%
PIA
148
Panoramic Investment Advisors
Colorado
$6.29M +$287K +10,094 +5%
BAMG
149
Brand Asset Management Group
Missouri
$6.29M +$504K +17,731 +9%
SS
150
Sunbelt Securities
Texas
$6.26M +$1.05M +36,881 +21%