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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

859 hedge funds and large institutions have $9.37B invested in Schwab US Large-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 330 increasing their positions, 266 reducing their positions, and 45 closing their positions.

Holders
859
Holders Change
+32
Holders Change %
+3.87%
% of All Funds
11.54%
Holding in Top 10
75
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.35%
% of All Funds
1.01%
New
90
Increased
330
Reduced
266
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$1.19B
2
ETC
2
Exchange Traded Concepts
Oklahoma
$30.1M
3
MT
3
Midwest Trust
Kansas
$26.2M
4
MGIA
4
Moneta Group Investment Advisors
Missouri
$126M
5
MFG
5
Merit Financial Group
Georgia
$23.6M

Top Sellers

1
WIA
1
World Investment Advisors
California
$3.8M
2
FCI
2
Financial Counselors Inc
Kansas
$20.8M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$22.2M
4
GWM
4
Geneos Wealth Management
Colorado
$15.9M
5
Financial Engines Advisors
5
Financial Engines Advisors
California
$1.46B
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.46B 52,594,431 -658,257 -1%
SEI Investments
2
SEI Investments
Pennsylvania
$1.19B 43,062,193 +2,420,337 +6%
MG
3
Mather Group
Illinois
$913M 32,992,117 +7,333 +0%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$447M 16,167,900 -321,114 -2%
Osaic Holdings
5
Osaic Holdings
Arizona
$315M 11,488,417 -66,240 -0.6%
APP
6
Avantax Planning Partners
Iowa
$275M 9,946,200 -81,080 -0.8%
Mariner
7
Mariner
Kansas
$240M 8,687,414 +439,870 +5%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$192M 6,808,311 -161,606 -2%
MGIA
9
Moneta Group Investment Advisors
Missouri
$126M 4,544,933 +707,462 +18%
GAM
10
Gemmer Asset Management
California
$123M 4,439,368 +131,048 +3%
Betterment LLC
11
Betterment LLC
New York
$121M 4,362,278 -101,989 -2%
LPL Financial
12
LPL Financial
California
$98.8M 3,569,177 +45,462 +1%
SC
13
Savant Capital
Illinois
$89.2M 3,224,276 -80,946 -2%
RRWA
14
Rainey & Randall Wealth Advisors
Florida
$81.4M 2,942,753 +28,766 +1%
MAG
15
Mokosak Advisory Group
Iowa
$80.6M 2,911,430 +45,858 +2%
FA
16
Financial Advisors
Massachusetts
$73.4M 2,653,686 -46,940 -2%
HighTower Advisors
17
HighTower Advisors
Illinois
$72.7M 2,628,787 +400,466 +18%
Morgan Stanley
18
Morgan Stanley
New York
$71.2M 2,574,147 -3,015 -0.1%
UBS Group
19
UBS Group
Switzerland
$65.5M 2,368,869 +445,262 +23%
KF
20
Krilogy Financial
Missouri
$63.3M 2,286,562 +42,415 +2%
CI
21
CX Institutional
Indiana
$58.3M 2,105,587 +196,308 +10%
AFG
22
Atomi Financial Group
New York
$52.1M 1,881,437 +387,359 +26%
CFG
23
Cooper Financial Group
California
$51.9M 1,875,033 +305,732 +19%
Bank of America
24
Bank of America
North Carolina
$50.6M 1,827,149 +97,222 +6%
AAS
25
Avantax Advisory Services
Texas
$50.2M 1,815,693 +56,892 +3%
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