SCHV icon

Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

828 hedge funds and large institutions have $8.85B invested in Schwab US Large-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 318 increasing their positions, 279 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
828
Holders Change
+17
Holders Change %
+2.1%
% of All Funds
11.25%
Holding in Top 10
74
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.37%
% of All Funds
1.01%
New
76
Increased
318
Reduced
279
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$45.9M
2
GWM
Geneos Wealth Management
Colorado
+$30M
3
WIA
World Investment Advisors
California
+$27.9M
4
MG
Mather Group
Illinois
+$27.2M
5
TFA
Teamwork Financial Advisors
Texas
+$18.1M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$56M
2
Goldman Sachs
Goldman Sachs
New York
-$19.2M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$17M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$12M
5
OIA
OneDigital Investment Advisors
Kansas
-$7.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
226
Stifel Financial
Missouri
$2.92M +$959K +36,091 +49%
CAG
227
Compass Advisory Group
New York
$2.81M -$37.3K -1,402 -1%
WIC
228
Woodmont Investment Counsel
Tennessee
$2.77M – – –
CIS
229
Custom Index Systems
New York
$2.59M -$41.5K -1,563 -2%
HWM
230
HB Wealth Management
Georgia
$2.57M +$128K +4,808 +5%
CSP
231
Cary Street Partners
Virginia
$2.55M -$309K -11,622 -11%
MMCM
232
Murphy & Mullick Capital Management
New York
$2.54M -$114K -4,276 -4%
CPA
233
Compass Planning Associates
Massachusetts
$2.51M +$13.4K +505 +0.5%
Lido Advisors
234
Lido Advisors
California
$2.49M -$73.8K -2,775 -3%
BWM
235
Brown Wealth Management
Illinois
$2.49M +$80.8K +3,040 +3%
BFM
236
Broadview Financial Management
Wisconsin
$2.48M -$25K -940 -1%
NA
237
NewEdge Advisors
Louisiana
$2.46M +$222K +8,342 +10%
MAG
238
M3 Advisory Group
Massachusetts
$2.43M +$32.5K +1,222 +1%
SF
239
Schaeffer Financial
Maryland
$2.43M -$477K -17,930 -16%
ASN
240
Advisory Services Network
Georgia
$2.41M +$84.8K +3,189 +4%
FWM
241
Fortress Wealth Management
California
$2.4M +$4.23K +159 +0.2%
KFG
242
Kelly Financial Group
Connecticut
$2.4M -$291K -10,938 -11%
PFA
243
Pure Financial Advisors
California
$2.37M -$35.4K -1,333 -1%
FA
244
Fagan Associates
New York
$2.35M -$113K -4,260 -5%
EW
245
Evoke Wealth
California
$2.35M – – –
ACG
246
Allen Capital Group
Nebraska
$2.34M +$25.2K +948 +1%
CFGA
247
Cambridge Financial Group (Arizona)
Arizona
$2.32M -$12.5K -473 -0.5%
IWM
248
IHT Wealth Management
Illinois
$2.31M -$36K -1,354 -2%
GJIA
249
Glass Jacobson Investment Advisors
Maryland
$2.3M – – –
SWA
250
Stratos Wealth Advisors
Ohio
$2.29M -$968K -36,400 -30%
8 9
10
11 12