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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
WF
201
Warner Financial
Maryland
$4.13M +$51.9K +1,828 +1%
CPRC
202
Consolidated Portfolio Review Corp
New York
$4.12M +$76.2K +2,683 +2%
RWM
203
RKL Wealth Management
Pennsylvania
$4.05M -$239K -8,403 -6%
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$4.02M +$341K +11,990 +9%
OFS
205
OneAscent Financial Services
Alabama
$3.99M +$357K +12,570 +10%
DP
206
DDD Partners
Washington
$3.99M +$147K +5,184 +4%
AFTS
207
American Financial & Tax Strategies
New York
$3.97M -$103K -3,640 -3%
WIA
208
World Investment Advisors
California
$3.92M -$71.2K -2,505 -2%
KWA
209
Kingswood Wealth Advisors
California
$3.9M +$158K +5,566 +4%
LIA
210
LifePlan Investment Advisors
North Carolina
$3.86M +$157K +5,523 +4%
KAS
211
KPP Advisory Services
Kentucky
$3.83M +$180K +6,330 +5%
AA
212
Apriem Advisors
California
$3.73M -$22.3K -785 -0.6%
Stifel Financial
213
Stifel Financial
Missouri
$3.71M +$360K +12,659 +11%
BOPW
214
Brandywine Oak Private Wealth
Pennsylvania
$3.7M +$8.47K +298 +0.2%
SWP
215
Sagespring Wealth Partners
Tennessee
$3.68M +$143K +5,046 +4%
MWM
216
Modera Wealth Management
New Jersey
$3.66M +$138K +4,846 +4%
AWG
217
Altus Wealth Group
Colorado
$3.62M -$83.3K -2,933 -2%
JGCM
218
Joseph Group Capital Management
Ohio
$3.55M +$43.6K +1,533 +1%
LIM
219
Leavell Investment Management
Alabama
$3.51M -$260K -9,148 -7%
NSAM
220
North Star Asset Management
Wisconsin
$3.45M +$20.6K +725 +0.6%
Truist Financial
221
Truist Financial
North Carolina
$3.41M -$71.6K -2,521 -2%
SWP
222
Stratos Wealth Partners
Ohio
$3.36M +$1.19M +41,775 +57%
BCM
223
Barden Capital Management
Texas
$3.35M -$42.6K -1,501 -1%
DAS
224
Dynamic Advisor Solutions
Arizona
$3.21M +$69.4K +2,444 +2%
SCM
225
Steele Capital Management
Iowa
$3.15M -$111K -3,897 -3%