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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 %
LAIC
301
Lederer & Associates Investment Counsel
California
$1.72M -$9.58K -346 -0.6%
SA
302
Stewardship Advisors
Pennsylvania
$1.68M +$62.2K +2,248 +4%
Janney Montgomery Scott
303
Janney Montgomery Scott
Pennsylvania
$1.67M +$17.1K +618 +1%
AAP
304
Arax Advisory Partners
Colorado
$1.62M +$1.62M +56,990 +29,226%
PA
305
Parallel Advisors
California
$1.62M +$221 +8 +0%
BIA
306
Bigelow Investment Advisors
Maine
$1.61M +$46.7K +1,687 +3%
Jones Financial Companies
307
Jones Financial Companies
Missouri
$1.59M +$896K +32,529 +128%
Goldman Sachs
308
Goldman Sachs
New York
$1.59M -$749K -27,054 -32%
TNA
309
True North Advisors
Texas
$1.59M -$305K -11,037 -16%
NWAG
310
Net Worth Advisory Group
Utah
$1.56M +$1.56M +56,339 New
BI
311
Binnacle Investments
Iowa
$1.54M +$1.47K +53 +0.1%
S
312
SignatureFD
Georgia
$1.53M +$1.19K +43 +0.1%
AssetMark Inc
313
AssetMark Inc
California
$1.53M -$566K -20,448 -27%
KP
314
Keel Point
Alabama
$1.52M +$33.1K +1,197 +2%
MWA
315
Monograph Wealth Advisors
California
$1.51M +$22.8K +824 +2%
AWM
316
Apollon Wealth Management
South Carolina
$1.51M -$108K -3,907 -7%
KFG
317
Kelly Financial Group
Connecticut
$1.48M -$1.02M -36,744 -41%
MW
318
Maia Wealth
Colorado
$1.48M +$1.48M +53,583 New
NHT
319
New Hampshire Trust
New Hampshire
$1.46M +$17.2K +623 +1%
AT
320
American Trust
Kentucky
$1.46M +$1.46M +52,858 New
EA
321
Enclave Advisors
Texas
$1.45M +$1.45M +52,332 New
CAG
322
Csenge Advisory Group
Florida
$1.44M -$120K -4,473 -8%
GHA
323
GW Henssler & Associates
Georgia
$1.43M -$23.1K -834 -2%
Rockefeller Capital Management
324
Rockefeller Capital Management
New York
$1.37M -$18.4K -666 -1%
AQR Capital Management
325
AQR Capital Management
Connecticut
$1.37M +$392K +14,154 +40%
11 12
13
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