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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

864 hedge funds and large institutions have $9.38B invested in Schwab US Large-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 333 increasing their positions, 267 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
864
Holders Change
+36
Holders Change %
+4.35%
% of All Funds
11.58%
Holding in Top 10
76
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.7%
% of All Funds
1.02%
New
91
Increased
333
Reduced
267
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$67M
2
ETC
Exchange Traded Concepts
Oklahoma
+$30.1M
3
MGIA
Moneta Group Investment Advisors
Missouri
+$19.6M
4
MFG
Merit Financial Group
Georgia
+$13.3M
5
UBS Group
UBS Group
Switzerland
+$12.3M

Top Sellers

1
WIA
World Investment Advisors
California
-$26.7M
2
FCI
Financial Counselors Inc
Kansas
-$24M
3
PCIA
Prime Capital Investment Advisors
Kansas
-$21M
4
GWM
Geneos Wealth Management
Colorado
-$18.9M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
VT
226
Vise Technologies
New York
$3.17M +$3.17M +114,592 New
SCM
227
Steele Capital Management
Iowa
$3.1M -$50.3K -1,819 -2%
MWM
228
Mission Wealth Management
California
$3M +$2.74M +99,123 +1,046%
DAS
229
Dynamic Advisor Solutions
Arizona
$2.98M -$1.48M -53,453 -33%
ZI
230
ZEGA Investments
Florida
$2.98M +$1.25M +45,152 +72%
Renaissance Technologies
231
Renaissance Technologies
New York
$2.96M +$2.37M +85,500 +396%
JWCA
232
J.W. Cole Advisors
Florida
$2.96M +$2.27M +82,154 +329%
CIS
233
Custom Index Systems
New York
$2.92M +$227K +8,191 +8%
ATWA
234
Arbor Trust Wealth Advisors
Michigan
$2.91M -$528K -19,090 -15%
CAG
235
Compass Advisory Group
New York
$2.9M -$22.3K -806 -0.8%
WIC
236
Woodmont Investment Counsel
Tennessee
$2.88M – – –
ZRP
237
Zynergy Retirement Planning
New Jersey
$2.86M -$552K -19,958 -16%
CL
238
Choreo LLC
Illinois
$2.79M +$2.47M +89,179 +760%
DE
239
Diversified Enterprises
Delaware
$2.76M -$331K -11,965 -11%
NA
240
NewEdge Advisors
Louisiana
$2.72M +$163K +5,876 +6%
MMCM
241
Murphy & Mullick Capital Management
New York
$2.65M -$6.1K -219 -0.2%
BNP Paribas Financial Markets
242
BNP Paribas Financial Markets
France
$2.65M -$15.3M -554,725 -85%
CPA
243
Compass Planning Associates
Massachusetts
$2.63M +$13.8K +498 +0.5%
SF
244
Schaeffer Financial
Maryland
$2.6M +$73.5K +2,657 +3%
BFM
245
Broadview Financial Management
Wisconsin
$2.6M +$13.2K +478 +0.5%
ASN
246
Advisory Services Network
Georgia
$2.6M +$69.3K +2,491 +3%
MAG
247
M3 Advisory Group
Massachusetts
$2.57M +$38.1K +1,377 +2%
ACG
248
Allen Capital Group
Nebraska
$2.57M +$141K +5,101 +6%
Lido Advisors
249
Lido Advisors
California
$2.55M -$44.8K -1,619 -2%
UW
250
Unique Wealth
Florida
$2.53M +$2.53M +91,317 New
8 9
10
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