Schwab U.S. Large-Cap Value

SCHV • ARCA

Schwab U.S. Large-Cap Value is an exchange-traded fund on ARCA. As of Q3 2025, 837 institutional investors hold shares in this ETF, with total holdings valued at $10.1B. Financial Engines Advisors L.L.C. is the largest holder with a position valued at $1.5B.

Overview

Overview of institutional ownership in SCHV as of Q3 2025

All Institutions

Institutions: 837
Value Held: $10.1B
Shares Held: 348.5M
Avg Position: $12.1M
Median Position: $801.9K

Hedge Funds

Hedge Funds: 9
Value Held: $20.1M
Shares Held: 690.6K
Avg Position: $2.2M
Median Position: $1.2M

Biggest Investors

Institutions with the largest positions in SCHV as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
F Financial Engines Advisors L.L.C. Institution	-	$1.5B 2.88% of portfolio	51.9M shares	Q4 2016 Held for 8y 11m	$52.4B
S SEI INVESTMENTS CO Institution	-	$1.3B 1.39% of portfolio	44.4M shares	Q1 2016 Held for 9y 8m	$93.0B
MATHER GROUP, INC. RIA/Wealth	Jennifer Alisa Des Groseilliers CEO	$992.8M 10.02% of portfolio	34.1M shares	Q4 2016 Held for 8y 11m	$9.9B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$485.8M 0.14% of portfolio	16.7M shares	Q3 2018 Held for 7y 2m	$341.99B
A Advisor Group Holdings, Inc. Institution	-	$350.3M 0.49% of portfolio	12.1M shares	Q1 2020 Held for 5y 8m	$71.0B
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV RIA/Wealth	Louie Alan Rosalez President	$293.4M 8.41% of portfolio	10.1M shares	Q4 2016 Held for 8y 11m	$3.5B
Mariner Wealth Advisors, LLC RIA/Wealth	Martin Christopher Bicknell CEO	$255.4M 0.33% of portfolio	8.8M shares	≤ Q2 2013 Held for 12y 5m+	$77.3B
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution	-	$246.0M 2.01% of portfolio	8.5M shares	Q3 2025 Held for 2 months	$12.2B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	James Loren Cahn Chairman	$191.8M 0.29% of portfolio	6.6M shares	Q4 2014 Held for 10y 11m	$65.5B
MONETA GROUP INVESTMENT ADVISORS LLC RIA/Wealth	Eric Michael Kittner CEO	$137.8M 1.10% of portfolio	4.7M shares	Q4 2017 Held for 7y 11m	$12.5B

Net Capital Flow

Institutional buying and selling activity for SCHV in Q3 2025

Net Flow: +$107.3M
Buyers: 337
Sellers: 335
Total Bought: +$327.0M
Total Sold: −$219.7M
Avg Position: $11.7M

Biggest Buyers

Institution	Net Bought	Current Position
Cetera Investment Advisers RIA/Wealth	+$51.6M +1.8M shares	$87.3M 3.0M shares
S SEI INVESTMENTS CO Institution	+$37.7M +1.3M shares	$1.3B 44.4M shares
MATHER GROUP, INC. RIA/Wealth	+$32.4M +1.1M shares	$992.8M 34.1M shares
E EXCHANGE TRADED CONCEPTS, LLC Institution	+$21.5M +740.3K shares	$53.2M 1.8M shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$15.1M +518.8K shares	$485.8M 16.7M shares
Northeast Financial Group, Inc. RIA/Wealth	+$9.2M +315.1K shares	$17.2M 590.6K shares
Krilogy Financial LLC RIA/Wealth	+$8.2M +285.5K shares	$74.2M 2.6M shares
Black Diamond Financial, LLC RIA/Wealth	+$7.2M +246.2K shares	$37.1M 1.3M shares
L LPL Financial LLC Institution	+$6.2M +211.9K shares	$110.1M 3.8M shares
Atomi Financial Group, Inc. RIA/Wealth	+$6.1M +209.3K shares	$60.9M 2.1M shares

Biggest Sellers

Institution	Net Sold	Current Position
Teamwork Financial Advisors, LLC RIA/Wealth	−$27.7M −999.7K shares	Sold Off 0 shares
F Financial Engines Advisors L.L.C. Institution	−$20.5M −705.5K shares	$1.5B 51.9M shares
Geneos Wealth Management Inc. RIA/Wealth	−$15.5M −533.2K shares	$1.2M 40.0K shares
B BANK HAPOALIM BM Institution	−$13.9M −504.0K shares	Sold Off 0 shares
C Colony Group, LLC Institution	−$11.5M −396.0K shares	$7.9M 271.6K shares
WELLS FARGO & COMPANY/MN Institution	−$9.2M −316.7K shares	$24.3M 833.3K shares
CONNING INC. Insurance Manager	−$7.0M −253.7K shares	Sold Off 0 shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	−$6.6M −227.1K shares	$191.8M 6.6M shares
CX Institutional RIA/Wealth	−$6.3M −216.8K shares	$55.0M 1.9M shares
Waterford Advisors, LLC RIA/Wealth	−$5.4M −186.8K shares	$4.3M 149.4K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SCHV in Q3 2025

New Positions: 33
New Value: $324.9M
Exited Positions: 55
Exited Value: $81.2M

New Positions

Institution	Position Value
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution	$246.0M 8.5M shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	$68.7M 2.4M shares
Advocacy Wealth Management Services, LLC RIA/Wealth	$1.2M 42.5K shares
Sovran Advisors, LLC RIA/Wealth	$846.5K 29.3K shares
Blueprint Investment Partners LLC Long Only Manager	$711.9K 24.5K shares
LaSalle St. Investment Advisors, LLC RIA/Wealth	$666.4K 22.9K shares
Modern Wealth Management, LLC RIA/Wealth	$653.4K 22.4K shares
G Global Wealth Strategies & Associates Institution	$514.9K 17.7K shares
D DAYMARK WEALTH PARTNERS, LLC RIA/Wealth	$465.8K 16.0K shares
VISIONARY HORIZONS, LLC RIA/Wealth	$451.2K 15.5K shares

Exited Positions

Institution	Previous Position
Teamwork Financial Advisors, LLC RIA/Wealth	$27.7M 999.7K shares
B BANK HAPOALIM BM Institution	$13.9M 504.0K shares
CONNING INC. Insurance Manager	$7.0M 253.7K shares
Steel Peak Wealth Management LLC RIA/Wealth	$5.0M 182.5K shares
Kingstone Capital Partners Texas, LLC RIA/Wealth	$4.0M 144.9K shares
ZEGA Investments, LLC RIA/Wealth	$3.0M 107.7K shares
Compass Planning Associates Inc RIA/Wealth	$2.6M 95.1K shares
E EVERGREEN CAPITAL MANAGEMENT LLC Institution	$1.9M 67.4K shares
SRS Capital Advisors, Inc. RIA/Wealth	$1.6M 57.2K shares
True North Advisors, LLC RIA/Wealth	$1.6M 57.4K shares

Options Activity

Institutions with the largest Call and Put options positions in SCHV as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with SCHV as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
FINANCIAL COUNSELORS INC Long Only Manager	William Edward Koehler CEO	28.29% $21.3M	730.4K shares	Q4 2016 Held for 8y 11m	$75.2M
Mokosak Advisory Group, LLC RIA/Wealth	Richard Frank Mokosak President	22.45% $85.8M	2.9M shares	Q4 2017 Held for 7y 11m	$382.3M
HRC WEALTH MANAGEMENT, LLC RIA/Wealth	Cade Leigh Konen Managing Partner	18.32% $37.6M	1.3M shares	Q4 2023 Held for 1y 11m	$205.1M
Northern Capital Management, Inc. RIA/Wealth	Michelle Lynn Warner CEO	18.01% $33.2M	1.1M shares	Q4 2020 Held for 4y 11m	$184.3M
Persium Advisors, LLC RIA/Wealth	Stephen Lyle Griner CEO	17.96% $23.9M	821.7K shares	Q4 2024 Held for 11 months	$133.2M
JBGlobal.com LLC RIA/Wealth	James G. Berman Managing Partner	17.45% $17.1M	588.4K shares	Q4 2024 Held for 11 months	$98.2M
DRAVO BAY LLC RIA/Wealth	Kelly Kaczmarczyk CCO	15.82% $35.8M	1.2M shares	Q4 2021 Held for 3y 11m	$226.4M
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. RIA/Wealth	Michael Dale Rainey CEO	14.33% $85.8M	2.9M shares	Q4 2017 Held for 7y 11m	$598.6M
Financial Advisors, LLC RIA/Wealth	Michael Paull Kumph Managing Partner	13.47% $76.0M	2.6M shares	Q4 2018 Held for 6y 11m	$564.3M
M Meriwether Wealth & Planning, LLC RIA/Wealth	Tracy Lynn Campbell Managing Partner	12.41% $21.4M	735.5K shares	Q4 2024 Held for 11 months	$172.6M

Hedge Fund Spotlight

Discover hedge funds investing in SCHV

HBK Sorce Advisory LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerMatthew Atcheson Leffers

Portfolio Value: $4.1B
Positions: 732
Last Reported: Q3 2025

Sector Allocation

Position in Schwab U.S. Large-Cap Value

Market Value: $8.4M
Shares Held: 290.1K
Portfolio Weight: 0.21%
Owned Since: 2015-Q4

Top Holding	Sector	Market Value	Weight
1 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$897.0M	21.96%
2 VCRB Vanguard Core Bond VCRB	ETF ETF	$680.4M	16.66%
3 Vanguard FTSE Developed Markets VEA	ETF ETF	$464.3M	11.37%

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