Schwab US Large-Cap Value ETF
SCHV
932 hedge funds and large institutions have $10.6B invested in Schwab US Large-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 349 increasing their positions, 288 reducing their positions, and 42 closing their positions.
179% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 42
21% more repeat investments, than reductions
Existing positions increased: 349 | Existing positions reduced: 288
7% more funds holding
Funds holding: 868 → 932 (+64)
4% more funds holding in top 10
Funds holding in top 10: 75 → 78 (+3)
1.95% more ownership
Funds ownership: 72.81% → 74.75% (+1.9%)
4% more capital invested
Capital invested by funds: $10.2B → $10.6B (+$383M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$65.4M |
| 2 |
SEI Investments
Oaks,
Pennsylvania
|
+$41.7M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$37.4M |
| 4 |
MG
Mather Group
Chicago,
Illinois
|
+$29.9M |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$24.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$68.7M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$32.9M |
| 3 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
|
-$21.3M |
| 4 |
GAM
Gemmer Asset Management
Walnut Creek,
California
|
-$19M |
| 5 |
JC
JBGlobal.com
New York
|
-$17.1M |
SCHV Hedge Fund Activity: Q4 2025 in Review
932 of the 8,269 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q4 2025, worth a combined $10.6B — up 3.7% from $10.2B a quarter earlier.
Buyers outnumbered sellers: 117 funds opened new SCHV positions and 42 closed out — a net gain of 75 holders — while 349 added to existing stakes and 288 trimmed.
The largest buyer was Creative Planning, adding an estimated $65.4M. The largest seller was Wellington Management Group, exiting entirely with an estimated $68.7M sold.
- 932 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q4 2025, up from 868 in Q3 2025.
- Funds reported $10.6B of Schwab US Large-Cap Value ETF stock for Q4 2025, up 3.7% quarter-over-quarter.
- 117 funds opened new Schwab US Large-Cap Value ETF positions in Q4 2025 and 42 closed out, a net change of +75 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q4 2025 was Creative Planning, an estimated $65.4M added.
- The largest Schwab US Large-Cap Value ETF seller in Q4 2025 was Wellington Management Group, an estimated $68.7M sold.
Based on aggregated 13F filings for Q4 2025.