Schwab US Large-Cap Value ETF
SCHV
869 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 61 funds opening new positions, 338 increasing their positions, 296 reducing their positions, and 55 closing their positions.
160% more capital inflows, than outflows
Capital inflows: $645M | Capital outflows: $248M
14% more repeat investments, than reductions
Existing positions increased: 338 | Existing positions reduced: 296
11% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 55
1% less funds holding
Funds holding: 882 → 869 (-13)
1.85% less ownership
Funds ownership: 74.66% → 72.81% (-1.8%)
4% less funds holding in top 10
Funds holding in top 10: 78 → 75 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
+$240M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$67.1M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$50.3M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
+$36.8M |
| 5 |
Mather Group
Chicago,
Illinois
|
+$31.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Teamwork Financial Advisors
San Antonio,
Texas
|
-$27.7M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$20M |
| 3 |
CIA
Cape Investment Advisory
Mcdonough,
Georgia
|
-$16.8M |
| 4 |
Geneos Wealth Management
Englewood,
Colorado
|
-$15.1M |
| 5 |
RF
rebel Financial
Groveport,
Ohio
|
-$13.6M |
SCHV Hedge Fund Activity: Q3 2025 in Review
869 of the 7,647 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q3 2025, worth a combined $10.2B — up 8.7% from $9.43B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new SCHV positions and 55 closed out — a net gain of 6 holders — while 338 added to existing stakes and 296 trimmed.
The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $240M. The largest seller was Teamwork Financial Advisors, exiting entirely with an estimated $27.7M sold.
- 869 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q3 2025, down from 882 in Q2 2025.
- Funds reported $10.2B of Schwab US Large-Cap Value ETF stock for Q3 2025, up 8.7% quarter-over-quarter.
- 61 funds opened new Schwab US Large-Cap Value ETF positions in Q3 2025 and 55 closed out, a net change of +6 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $240M added.
- The largest Schwab US Large-Cap Value ETF seller in Q3 2025 was Teamwork Financial Advisors, an estimated $27.7M sold.
Based on aggregated 13F filings for Q3 2025.