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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
CAWM
176
Capital Advisors Wealth Management
Washington
$5.18M +$123K +4,320 +2%
RI
177
Rinkey Investments
California
$5.11M
WIA
178
Westbourne Investment Advisors
Maryland
$5.06M +$719K +25,316 +17%
EFG
179
Embree Financial Group
Illinois
$4.82M -$24K -844 -0.5%
VWA
180
VSM Wealth Advisory
Maryland
$4.78M +$5M +176,066 +771%
MWM
181
Meridian Wealth Management
Kentucky
$4.77M -$4.89K -172 -0.1%
SWM
182
SeaCrest Wealth Management
New York
$4.76M -$210K -7,380 -4%
EFG
183
Everhart Financial Group
Ohio
$4.74M -$110K -3,875 -2%
MCCA
184
Mill Creek Capital Advisors
Pennsylvania
$4.68M +$256 +9 +0%
Baird Financial Group
185
Baird Financial Group
Wisconsin
$4.67M -$401K -14,124 -8%
DWM
186
Dakota Wealth Management
Florida
$4.6M +$24.1K +849 +0.5%
NDSI
187
Newman Dignan & Sheerar Inc
Rhode Island
$4.59M -$51.7K -1,818 -1%
SFA
188
Sequoia Financial Advisors
Ohio
$4.55M +$74.2K +2,610 +2%
GBFP
189
Golden Bell Financial Planning
Georgia
$4.53M -$153K -5,388 -3%
CCG
190
Coastwise Capital Group
California
$4.52M +$154K +5,431 +4%
AWM
191
Apex Wealth Management
New Hampshire
$4.51M +$217K +7,650 +5%
JWCA
192
J.W. Cole Advisors
Florida
$4.47M +$1.32M +46,603 +44%
BWM
193
Brown Wealth Management
Illinois
$4.46M +$44.3K +1,560 +1%
NA
194
NewEdge Advisors
Louisiana
$4.38M +$1.48M +52,209 +53%
WA
195
Waterford Advisors
New York
$4.35M -$5.31M -186,827 -56%
ACA
196
Affinity Capital Advisors
California
$4.33M -$34K -1,196 -0.8%
Renaissance Technologies
197
Renaissance Technologies
New York
$4.33M +$1.18M +41,700 +39%
RIA
198
Retirement Investment Advisors
Oklahoma
$4.21M -$5.94K -209 -0.1%
NFG
199
Nadler Financial Group
Illinois
$4.17M -$832K -29,270 -17%
BBPWM
200
Blue Bell Private Wealth Management
Pennsylvania
$4.14M -$25.1K -883 -0.6%