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SCHV

Schwab US Large-Cap Value ETF
SCHV

844 hedge funds and large institutions have $8.88B invested in Schwab US Large-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 324 increasing their positions, 284 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 41

14% more repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 284

3% more funds holding in top 10

Funds holding in top 10: 75 → 77 (+2)

2% more funds holding

Funds holding: 824 → 844 (+20)

1.53% more ownership

Funds ownership: 73.27% → 74.8% (+1.5%)

10% less capital invested

Capital invested by funds: $9.88B → $8.88B (-$1B)

Holders
844
Holders Change
+20
Holders Change %
+2.43%
% of All Funds
11.32%
Holding in Top 10
77
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.67%
% of All Funds
1.03%
New
77
Increased
324
Reduced
284
Closed
41
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SEI Investments
SEI Investments
Pennsylvania
+$46.4M
2
GWM
Geneos Wealth Management
Colorado
+$30.3M
3
WIA
World Investment Advisors
California
+$28.2M
4
MG
Mather Group
Illinois
+$27.5M
5
TFA
Teamwork Financial Advisors
Texas
+$18.3M

Top Sellers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
-$56.6M
2
Goldman Sachs
Goldman Sachs
New York
-$19.4M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$17.2M
4
SWM
Stark Wealth Management
Pennsylvania
-$16.2M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$11.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
DE
226
Diversified Enterprises
Delaware
$2.97M +$1.96M +72,900 +188%
Stifel Financial
227
Stifel Financial
Missouri
$2.92M +$969K +36,091 +49%
CAG
228
Compass Advisory Group
New York
$2.81M -$37.6K -1,402 -1%
WIC
229
Woodmont Investment Counsel
Tennessee
$2.77M – – –
CIS
230
Custom Index Systems
New York
$2.59M -$42K -1,563 -2%
HWM
231
HB Wealth Management
Georgia
$2.57M +$129K +4,808 +5%
CSP
232
Cary Street Partners
Virginia
$2.55M -$312K -11,622 -11%
MMCM
233
Murphy & Mullick Capital Management
New York
$2.54M -$115K -4,276 -4%
CPA
234
Compass Planning Associates
Massachusetts
$2.51M +$13.6K +505 +0.5%
Lido Advisors
235
Lido Advisors
California
$2.49M -$74.5K -2,775 -3%
BWM
236
Brown Wealth Management
Illinois
$2.49M +$81.6K +3,040 +3%
BFM
237
Broadview Financial Management
Wisconsin
$2.48M -$25.2K -940 -1%
NA
238
NewEdge Advisors
Louisiana
$2.46M +$224K +8,342 +10%
MAG
239
M3 Advisory Group
Massachusetts
$2.43M +$32.8K +1,222 +1%
SF
240
Schaeffer Financial
Maryland
$2.43M -$481K -17,930 -16%
ASN
241
Advisory Services Network
Georgia
$2.41M +$85.6K +3,189 +4%
FWM
242
Fortress Wealth Management
California
$2.4M +$4.27K +159 +0.2%
KFG
243
Kelly Financial Group
Connecticut
$2.4M -$294K -10,938 -11%
PFA
244
Pure Financial Advisors
California
$2.37M -$35.8K -1,333 -1%
FA
245
Fagan Associates
New York
$2.35M -$114K -4,260 -5%
EW
246
Evoke Wealth
California
$2.35M – – –
ACG
247
Allen Capital Group
Nebraska
$2.34M +$25.4K +948 +1%
CFGA
248
Cambridge Financial Group (Arizona)
Arizona
$2.32M -$12.7K -473 -0.5%
IWM
249
IHT Wealth Management
Illinois
$2.31M -$36.3K -1,354 -2%
GJIA
250
Glass Jacobson Investment Advisors
Maryland
$2.3M – – –
8 9
10
11 12

SCHV Hedge Fund Activity: Q1 2025 in Review

844 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q1 2025, worth a combined $8.88B — down 10% from $9.88B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new SCHV positions and 41 closed out — a net gain of 36 holders — while 324 added to existing stakes and 284 trimmed.

The largest buyer was SEI Investments, adding an estimated $46.4M. The largest seller was Financial Engines Advisors, cutting an estimated $56.6M.

  • 844 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q1 2025, up from 824 in Q4 2024.
  • Funds reported $8.88B of Schwab US Large-Cap Value ETF stock for Q1 2025, down 10% quarter-over-quarter.
  • 77 funds opened new Schwab US Large-Cap Value ETF positions in Q1 2025 and 41 closed out, a net change of +36 holders.
  • The largest Schwab US Large-Cap Value ETF buyer in Q1 2025 was SEI Investments, an estimated $46.4M added.
  • The largest Schwab US Large-Cap Value ETF seller in Q1 2025 was Financial Engines Advisors, an estimated $56.6M sold.

Based on aggregated 13F filings for Q1 2025.