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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 %
WCM
251
Weaver Capital Management
Georgia
$2.27M -$25.2K -949 -1%
Goldman Sachs
252
Goldman Sachs
New York
$2.25M -$19.2M -722,876 -90%
IC
253
IEQ Capital
California
$2.24M +$1.09M +41,019 +94%
CA
254
Clearstead Advisors
Ohio
$2.24M +$22.5K +848 +1%
AWS
255
Atria Wealth Solutions
New York
$2.2M -$1.89M -71,206 -46%
MGIA
256
Matthew Goff Investment Advisor
Texas
$2.15M +$1.36K +51 +0.1%
SAF
257
Smith Anglin Financial
Texas
$2.13M +$96.9K +3,647 +5%
AGC
258
Aspen Grove Capital
Colorado
$2.1M +$1.04K +39 +0%
RA
259
Riversedge Advisors
Delaware
$2.09M -$1.38M -52,059 -40%
AL
260
ACAS LLC
California
$2.08M +$1.08K +42 +0.1%
BFG
261
Berger Financial Group
Minnesota
$2.06M -$133K -5,020 -6%
AWA
262
Arkadios Wealth Advisors
Georgia
$2.04M +$102K +3,845 +5%
VFIC
263
Valley Forge Investment Consultants
Pennsylvania
$2.03M -$372K -14,007 -16%
Corient Private Wealth
264
Corient Private Wealth
Florida
$2.02M +$403K +15,159 +25%
AssetMark Inc
265
AssetMark Inc
California
$2.01M +$1.68M +63,190 +506%
DSC
266
Duncker Streett & Co
Missouri
$2M +$2.21K +83 +0.1%
BWM
267
BCS Wealth Management
Tennessee
$1.97M +$16.6K +626 +0.9%
BFG
268
Bleakley Financial Group
New Jersey
$1.96M -$55.3K -2,081 -3%
ECM
269
Elgethun Capital Management
South Dakota
$1.95M +$248K +9,331 +15%
ADL
270
Asset Dedication LLC
California
$1.95M -$331K -12,448 -15%
WMWM
271
Wilkins Miller Wealth Management
Alabama
$1.88M +$47.5K +1,786 +3%
Susquehanna International Group
272
Susquehanna International Group
Pennsylvania
$1.88M +$1.14M +42,946 +155%
FSG
273
Financial Strategies Group
Michigan
$1.88M +$163K +6,506 +10%
RIA
274
Regal Investment Advisors
Michigan
$1.88M +$56.9K +2,139 +3%
TIM
275
Tortoise Investment Management
New York
$1.88M +$96.8K +3,640 +5%
9 10
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