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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 %
NHT
301
New Hampshire Trust
New Hampshire
$1.39M -$177K -6,662 -11%
EH
302
Equitable Holdings
New York
$1.38M +$300K +11,299 +28%
Bank of New York Mellon
303
Bank of New York Mellon
New York
$1.37M -$6.2M -233,259 -82%
LIWM
304
Long Island Wealth Management
New York
$1.36M +$73.4K +2,760 +6%
Rockefeller Capital Management
305
Rockefeller Capital Management
New York
$1.34M +$248K +9,334 +23%
PCWA
306
Pacific Capital Wealth Advisors
California
$1.34M +$1.38K +52 +0.1%
CWM
307
Cornerstone Wealth Management
Missouri
$1.33M -$10.1K -380 -0.8%
JC
308
Jentner Corp
Ohio
$1.31M -$24.6K -927 -2%
WG
309
Wealth Group
North Carolina
$1.3M +$236K +8,887 +22%
Koshinski Asset Management
310
Koshinski Asset Management
Illinois
$1.3M -$1.94K -73 -0.1%
IJWM
311
Inman Jager Wealth Management
Mississippi
$1.29M +$4.68K +176 +0.4%
KAM
312
KEB Asset Management
Illinois
$1.28M +$6.86K +258 +0.5%
OSAM
313
O'Shaughnessy Asset Management
Connecticut
$1.27M +$157K +5,906 +14%
LJAC
314
L.J. Altfest & Co
New York
$1.27M -$2.74M -103,100 -68%
VCM
315
Virtue Capital Management
Tennessee
$1.27M +$1.27M +47,692 New
CCWM
316
Cassaday & Co Wealth Management
Virginia
$1.27M +$372 +14 +0%
SOS
317
Silver Oak Securities
Tennessee
$1.27M +$45.2K +1,718 +4%
CP
318
Creekside Partners
California
$1.26M -$49.5K -1,864 -4%
AWE
319
Avidian Wealth Enterprises
Texas
$1.26M – – –
SCM
320
SOL Capital Management
Maryland
$1.25M +$126K +4,745 +11%
JFG
321
JMG Financial Group
Illinois
$1.24M -$126K -4,759 -9%
AL
322
Aspiriant LLC
California
$1.23M -$170K -6,393 -12%
SWM
323
Seed Wealth Management
Illinois
$1.22M – – –
KHC
324
Koesten Hirschmann & Crabtree
Kansas
$1.21M -$1.78K -67 -0.1%
BWM
325
BCGM Wealth Management
Indiana
$1.21M +$71.3K +2,682 +6%
11 12
13
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