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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 %
VFIC
276
Valley Forge Investment Consultants
Pennsylvania
$2.11M +$2.6K +94 +0.1%
FSG
277
Financial Strategies Group
Michigan
$2.11M +$13.8K +492 +0.7%
Bank of New York Mellon
278
Bank of New York Mellon
New York
$2.09M +$671K +24,253 +47%
DSC
279
Duncker Streett & Co
Missouri
$2.09M +$2.3K +83 +0.1%
ECM
280
Elgethun Capital Management
South Dakota
$2.04M +$8.77K +317 +0.4%
SWP
281
Stratos Wealth Partners
Ohio
$2.04M -$1.21M -43,704 -37%
ADL
282
Asset Dedication LLC
California
$2.03M -$1.41K -51 -0.1%
M
283
MYeCFO
California
$1.93M +$23.2K +840 +1%
RPGK
284
Retirement Planning Group (Kansas)
Kansas
$1.92M -$20.9K -756 -1%
BFG
285
Berger Financial Group
Minnesota
$1.91M -$238K -8,596 -11%
RIA
286
Regal Investment Advisors
Michigan
$1.9M -$54.3K -1,963 -3%
SG
287
StoneX Group
New York
$1.9M +$132K +4,765 +7%
YIH
288
Y-Intercept (HK)
Hong Kong
$1.89M +$1.89M +68,461 New
BFG
289
Bleakley Financial Group
New Jersey
$1.88M -$162K -5,857 -8%
EA
290
Emerald Advisors
Washington
$1.87M +$10.3K +371 +0.6%
BL
291
BCWM LLC
Kansas
$1.86M +$3.76K +136 +0.2%
ECM
292
Evergreen Capital Management
Washington
$1.86M +$1.86M +67,383 New
IC
293
IEQ Capital
California
$1.86M -$481K -17,390 -21%
IA
294
IFP Advisors
Florida
$1.81M +$26.3K +949 +1%
SCM
295
SCS Capital Management
Massachusetts
$1.8M -$1.4M -50,574 -44%
RWM
296
Ritholtz Wealth Management
New York
$1.79M +$1.57M +56,613 +703%
MMA
297
Miracle Mile Advisors
California
$1.76M -$553 -20 -0%
SAF
298
Smith Anglin Financial
Texas
$1.76M -$460K -16,607 -21%
MFT
299
Moisand Fitzgerald Tamayo
Florida
$1.75M -$33.3K -1,204 -2%
AWS
300
Atria Wealth Solutions
New York
$1.74M -$572K -20,522 -25%
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