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
Fidelity Investments
151
Fidelity Investments
Massachusetts
$6.24M +$223K +7,856 +4%
Pathstone Holdings
152
Pathstone Holdings
New Jersey
$6.12M -$3.23M -113,635 -35%
SAI
153
Savvy Advisors Inc
New York
$6.08M -$832K -29,269 -12%
BCI
154
Brinker Capital Investments
Pennsylvania
$6.07M -$485K -17,084 -8%
CWM
155
Cadence Wealth Management
Massachusetts
$6.06M +$507K +17,853 +9%
PFA
156
Petra Financial Advisors
Colorado
$6.06M +$67.4K +2,371 +1%
VFS
157
Valpey Financial Services
New Hampshire
$6.04M +$14.7K +516 +0.2%
GWS
158
Glassman Wealth Services
Virginia
$5.98M -$85.7K -3,015 -1%
AC
159
Avant Capital
Louisiana
$5.93M +$108K +3,816 +2%
CPA
160
Cathy Pareto & Associates
Florida
$5.9M +$278K +9,768 +5%
CAG
161
Curtis Advisory Group
California
$5.89M -$205K -7,217 -3%
WRPWM
162
Werba Rubin Papier Wealth Management
California
$5.82M -$303K -10,669 -5%
GB
163
Gunma Bank
Japan
$5.81M
CIS
164
Custom Index Systems
New York
$5.77M +$2.63M +92,469 +88%
SF
165
Summit Financial
New Jersey
$5.75M +$251K +8,848 +5%
PPH
166
Pure Portfolios Holdings
Oregon
$5.74M -$34.7K -1,223 -0.6%
FFA
167
Florida Financial Advisors
Florida
$5.57M -$428K -15,051 -7%
SWM
168
SpringVest Wealth Management
Texas
$5.55M -$130K -4,575 -2%
SKK
169
Shepherd Kaplan Krochuk
Massachusetts
$5.52M -$270K -9,517 -5%
MSFS
170
Main Street Financial Solutions
Pennsylvania
$5.47M +$459K +16,153 +9%
OCM
171
One Capital Management
California
$5.42M -$350K -12,311 -6%
LWM
172
Lighthouse Wealth Management
Ohio
$5.39M +$746K +26,253 +17%
CFA
173
Cahill Financial Advisors
Minnesota
$5.39M +$29.3K +1,032 +0.6%
GFWA
174
Grey Fox Wealth Advisors
Delaware
$5.29M -$33K -1,163 -0.6%
LFP
175
Leeward Financial Partners
Washington
$5.21M +$185K +6,509 +4%