We are live on ! Find out more
SCHV

Schwab US Large-Cap Value ETF

880 hedge funds and large institutions have $9.43B invested in Schwab US Large-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 338 increasing their positions, 271 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 49

25% more repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 271

6% more capital invested

Capital invested by funds: $8.88B → $9.43B (+$550M)

4% more funds holding

Funds holding: 844880 (+36)

1% more funds holding in top 10

Funds holding in top 10: 7778 (+1)

0.13% less ownership

Funds ownership: 74.8%74.66% (-0.13%)

Holders
880
Holders Change
+36
Holders Change %
+4.27%
% of All Funds
11.59%
Holding in Top 10
78
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.3%
% of All Funds
1.03%
New
94
Increased
338
Reduced
271
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
226
Stifel Financial
Missouri
$3.18M +$126K +4,785 +4%
VT
227
Vise Technologies
New York
$3.17M +$3.01M +114,592 New
SCM
228
Steele Capital Management
Iowa
$3.1M -$47.8K -1,819 -2%
MWM
229
Mission Wealth Management
California
$3M +$2.61M +99,123 +1,046%
DAS
230
Dynamic Advisor Solutions
Arizona
$2.98M -$1.4M -53,453 -33%
ZI
231
ZEGA Investments
Florida
$2.98M +$1.19M +45,152 +72%
Renaissance Technologies
232
Renaissance Technologies
New York
$2.96M +$2.25M +85,500 +396%
JWCA
233
J.W. Cole Advisors
Florida
$2.96M +$2.16M +82,154 +329%
CIS
234
Custom Index Systems
New York
$2.92M +$215K +8,191 +8%
ATWA
235
Arbor Trust Wealth Advisors
Michigan
$2.91M -$502K -19,090 -15%
CAG
236
Compass Advisory Group
New York
$2.9M -$21.2K -806 -0.8%
WIC
237
Woodmont Investment Counsel
Tennessee
$2.88M
ZRP
238
Zynergy Retirement Planning
New Jersey
$2.86M -$525K -19,958 -16%
CL
239
Choreo LLC
Illinois
$2.79M +$2.34M +89,179 +760%
DE
240
Diversified Enterprises
Delaware
$2.76M -$314K -11,965 -11%
NA
241
NewEdge Advisors
Louisiana
$2.72M +$154K +5,876 +6%
MMCM
242
Murphy & Mullick Capital Management
New York
$2.65M -$5.76K -219 -0.2%
BNP Paribas Financial Markets
243
BNP Paribas Financial Markets
France
$2.65M -$14.6M -554,725 -85%
CPA
244
Compass Planning Associates
Massachusetts
$2.63M +$13.1K +498 +0.5%
SF
245
Schaeffer Financial
Maryland
$2.6M +$69.8K +2,657 +3%
BFM
246
Broadview Financial Management
Wisconsin
$2.6M +$12.6K +478 +0.5%
ASN
247
Advisory Services Network
Georgia
$2.6M +$65.5K +2,491 +3%
MAG
248
M3 Advisory Group
Massachusetts
$2.57M +$36.2K +1,377 +2%
ACG
249
Allen Capital Group
Nebraska
$2.57M +$134K +5,101 +6%
Lido Advisors
250
Lido Advisors
California
$2.55M -$42.6K -1,619 -2%

SCHV Hedge Fund Activity: Q2 2025 in Review

880 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q2 2025, worth a combined $9.43B — up 6.2% from $8.88B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new SCHV positions and 49 closed out — a net gain of 45 holders — while 338 added to existing stakes and 271 trimmed.

The largest buyer was SEI Investments, adding an estimated $63.6M. The largest seller was World Investment Advisors, cutting an estimated $25.4M.

  • 880 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q2 2025, up from 844 in Q1 2025.
  • Funds reported $9.43B of Schwab US Large-Cap Value ETF stock for Q2 2025, up 6.2% quarter-over-quarter.
  • 94 funds opened new Schwab US Large-Cap Value ETF positions in Q2 2025 and 49 closed out, a net change of +45 holders.
  • The largest Schwab US Large-Cap Value ETF buyer in Q2 2025 was SEI Investments, an estimated $63.6M added.
  • The largest Schwab US Large-Cap Value ETF seller in Q2 2025 was World Investment Advisors, an estimated $25.4M sold.

Based on aggregated 13F filings for Q2 2025.