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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
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.51B -$20M -705,482 -1%
SEI Investments
2
SEI Investments
Pennsylvania
$1.29B +$36.8M +1,295,102 +3%
MG
3
Mather Group
Illinois
$993M +$31.6M +1,113,321 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$486M +$14.7M +518,827 +3%
Osaic Holdings
5
Osaic Holdings
Arizona
$350M +$2.23M +78,338 +0.7%
APP
6
Avantax Planning Partners
Iowa
$293M +$3.8M +133,585 +1%
Mariner
7
Mariner
Kansas
$255M +$2.45M +86,064 +1%
VIA
8
Vantagepoint Investment Advisers
District of Columbia
$246M +$240M +8,450,003 New
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$192M -$6.45M -227,082 -3%
MGIA
10
Moneta Group Investment Advisors
Missouri
$138M +$5.39M +189,557 +4%
GAM
11
Gemmer Asset Management
California
$126M -$3.06M -107,740 -2%
Betterment LLC
12
Betterment LLC
New York
$124M -$3.15M -110,829 -3%
LPL Financial
13
LPL Financial
California
$110M +$6.02M +211,920 +6%
SC
14
Savant Capital
Illinois
$97.5M +$3.74M +131,644 +4%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$87.3M +$50.3M +1,771,637 +144%
MAG
16
Mokosak Advisory Group
Iowa
$85.8M +$1.05M +36,863 +1%
RRWA
17
Rainey & Randall Wealth Advisors
Florida
$85.8M +$112K +3,939 +0.1%
HighTower Advisors
18
HighTower Advisors
Illinois
$76.1M -$373K -13,133 -0.5%
Morgan Stanley
19
Morgan Stanley
New York
$76.1M +$1.13M +39,741 +2%
FA
20
Financial Advisors
Massachusetts
$76M -$1.2M -42,279 -2%
KF
21
Krilogy Financial
Missouri
$74.2M +$8.11M +285,500 +12%
UBS Group
22
UBS Group
Switzerland
$72.9M +$3.85M +135,435 +6%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$68.7M +$67.1M +2,361,457 New
AFG
24
Atomi Financial Group
New York
$60.9M +$5.95M +209,251 +11%
CFG
25
Cooper Financial Group
California
$57.1M +$2.44M +85,756 +5%