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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

862 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, 331 increasing their positions, 267 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
862
Holders Change
+35
Holders Change %
+4.23%
% of All Funds
11.56%
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
331
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 %
FWM
251
Fortress Wealth Management
California
$2.51M +$4.87K +176 +0.2%
NW
252
NewEdge Wealth
Pennsylvania
$2.46M +$2.46M +88,259 New
EW
253
Evoke Wealth
California
$2.44M – – –
FA
254
Fagan Associates
New York
$2.41M -$39.9K -1,443 -2%
CIA
255
Concurrent Investment Advisors
Florida
$2.36M +$492K +17,767 +26%
SWA
256
Stratos Wealth Advisors
Ohio
$2.36M -$32.8K -1,187 -1%
BWM
257
BCS Wealth Management
Tennessee
$2.35M +$304K +10,984 +15%
IWM
258
IHT Wealth Management
Illinois
$2.32M -$88.9K -3,214 -4%
CA
259
Clearstead Advisors
Ohio
$2.32M -$20.9K -754 -0.9%
AWM
260
AE Wealth Management
Kansas
$2.31M +$1.22M +43,969 +111%
WCM
261
Weaver Capital Management
Georgia
$2.29M -$76.5K -2,766 -3%
SCM
262
Saxony Capital Management
Missouri
$2.27M -$1.16M -42,032 -34%
AL
263
ACAS LLC
California
$2.26M -$28.3K -993 -1%
RA
264
Riversedge Advisors
Delaware
$2.25M +$76.6K +2,769 +4%
HWM
265
HB Wealth Management
Georgia
$2.24M -$435K -15,715 -16%
PFA
266
Pure Financial Advisors
California
$2.23M -$240K -8,680 -10%
CSP
267
Cary Street Partners
Virginia
$2.21M -$443K -16,007 -17%
GRP
268
Global Retirement Partners
California
$2.2M +$2.2M +79,597 New
AWA
269
Arkadios Wealth Advisors
Georgia
$2.19M +$67.7K +2,447 +3%
WMWM
270
Wilkins Miller Wealth Management
Alabama
$2.18M +$224K +8,092 +11%
TIM
271
Tortoise Investment Management
New York
$2.17M +$214K +7,736 +11%
AGC
272
Aspen Grove Capital
Colorado
$2.16M -$32.1K -1,161 -1%
PFA
273
Pinnacle Family Advisors
Missouri
$2.15M -$1.87M -67,760 -47%
CW
274
CreativeOne Wealth
Kansas
$2.12M -$1.62M -58,400 -43%
VFIC
275
Valley Forge Investment Consultants
Pennsylvania
$2.11M +$2.6K +94 +0.1%
9 10
11
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