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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 %
RPGK
276
Retirement Planning Group (Kansas)
Kansas
$1.87M -$166K -6,250 -8%
M
277
MYeCFO
California
$1.83M +$497K +18,681 +37%
TNA
278
True North Advisors
Texas
$1.82M +$1.82M +68,438 New
CIA
279
Concurrent Investment Advisors
Florida
$1.79M -$62.8K -2,362 -3%
EA
280
Emerald Advisors
Washington
$1.79M -$13.7K -517 -0.8%
BL
281
BCWM LLC
Kansas
$1.79M -$4.14M -155,874 -70%
IA
282
IFP Advisors
Florida
$1.71M +$117K +4,392 +7%
MFT
283
Moisand Fitzgerald Tamayo
Florida
$1.71M -$99.5K -3,744 -5%
SG
284
StoneX Group
New York
$1.7M +$384K +14,432 +29%
MMA
285
Miracle Mile Advisors
California
$1.7M -$36.4K -1,368 -2%
ZI
286
ZEGA Investments
Florida
$1.66M +$1.66M +62,582 New
LAIC
287
Lederer & Associates Investment Counsel
California
$1.66M +$1.09K +41 +0.1%
RI
288
Rinkey Investments
California
$1.59M +$1.59M +59,959 New
Janney Montgomery Scott
289
Janney Montgomery Scott
Pennsylvania
$1.58M +$239 +9 +0%
SA
290
Stewardship Advisors
Pennsylvania
$1.56M +$138K +5,203 +10%
AWM
291
Apollon Wealth Management
South Carolina
$1.56M -$84.3K -3,173 -5%
PA
292
Parallel Advisors
California
$1.55M -$62.8K -2,363 -4%
BIA
293
Bigelow Investment Advisors
Maine
$1.5M +$2.69K +101 +0.2%
BI
294
Binnacle Investments
Iowa
$1.48M +$1.48M +55,617 New
S
295
SignatureFD
Georgia
$1.47M -$131K -4,935 -8%
CAG
296
Csenge Advisory Group
Florida
$1.45M -$15K -599 -1%
MWA
297
Monograph Wealth Advisors
California
$1.43M – – –
KP
298
Keel Point
Alabama
$1.43M -$32.8K -1,235 -2%
ZIM
299
Zacks Investment Management
Illinois
$1.4M -$793K -29,829 -36%
GHA
300
GW Henssler & Associates
Georgia
$1.4M +$910K +34,253 +187%
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