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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

864 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, 333 increasing their positions, 267 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
864
Holders Change
+36
Holders Change %
+4.35%
% of All Funds
11.58%
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
333
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
CFGA
253
Cambridge Financial Group (Arizona)
Arizona
$2.45M +$32K +1,157 +1%
EW
254
Evoke Wealth
California
$2.44M – – –
FA
255
Fagan Associates
New York
$2.41M -$39.9K -1,443 -2%
CIA
256
Concurrent Investment Advisors
Florida
$2.36M +$492K +17,767 +26%
SWA
257
Stratos Wealth Advisors
Ohio
$2.36M -$32.8K -1,187 -1%
BWM
258
BCS Wealth Management
Tennessee
$2.35M +$304K +10,984 +15%
IWM
259
IHT Wealth Management
Illinois
$2.32M -$88.9K -3,214 -4%
CA
260
Clearstead Advisors
Ohio
$2.32M -$20.9K -754 -0.9%
AWM
261
AE Wealth Management
Kansas
$2.31M +$1.22M +43,969 +111%
WCM
262
Weaver Capital Management
Georgia
$2.29M -$76.5K -2,766 -3%
SCM
263
Saxony Capital Management
Missouri
$2.27M -$1.16M -42,032 -34%
AL
264
ACAS LLC
California
$2.26M -$28.3K -993 -1%
RA
265
Riversedge Advisors
Delaware
$2.25M +$76.6K +2,769 +4%
HWM
266
HB Wealth Management
Georgia
$2.24M -$435K -15,715 -16%
PFA
267
Pure Financial Advisors
California
$2.23M -$240K -8,680 -10%
CSP
268
Cary Street Partners
Virginia
$2.21M -$443K -16,007 -17%
GRP
269
Global Retirement Partners
California
$2.2M +$2.2M +79,597 New
AWA
270
Arkadios Wealth Advisors
Georgia
$2.19M +$67.7K +2,447 +3%
WMWM
271
Wilkins Miller Wealth Management
Alabama
$2.18M +$224K +8,092 +11%
TIM
272
Tortoise Investment Management
New York
$2.17M +$214K +7,736 +11%
AGC
273
Aspen Grove Capital
Colorado
$2.16M -$32.1K -1,161 -1%
PFA
274
Pinnacle Family Advisors
Missouri
$2.15M -$1.87M -67,760 -47%
CW
275
CreativeOne Wealth
Kansas
$2.12M -$1.62M -58,400 -43%
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