SCHV icon

Schwab US Large-Cap Value ETF

866 hedge funds and large institutions have $9.41B invested in Schwab US Large-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 331 increasing their positions, 269 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
866
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
301
Atria Wealth Solutions
New York
$1.74M
LAIC
302
Lederer & Associates Investment Counsel
California
$1.72M
SA
303
Stewardship Advisors
Pennsylvania
$1.68M
Janney Montgomery Scott
304
Janney Montgomery Scott
Pennsylvania
$1.67M
AAP
305
Arax Advisory Partners
Colorado
$1.62M
PA
306
Parallel Advisors
California
$1.62M
BIA
307
Bigelow Investment Advisors
Maine
$1.61M
Jones Financial Companies
308
Jones Financial Companies
Missouri
$1.59M
Goldman Sachs
309
Goldman Sachs
New York
$1.59M
TNA
310
True North Advisors
Texas
$1.59M
NWAG
311
Net Worth Advisory Group
Utah
$1.56M
BI
312
Binnacle Investments
Iowa
$1.54M
S
313
SignatureFD
Georgia
$1.53M
AssetMark Inc
314
AssetMark Inc
California
$1.53M
KP
315
Keel Point
Alabama
$1.52M
MWA
316
Monograph Wealth Advisors
California
$1.51M
AWM
317
Apollon Wealth Management
South Carolina
$1.51M
KFG
318
Kelly Financial Group
Connecticut
$1.48M
MW
319
Maia Wealth
Colorado
$1.48M
NHT
320
New Hampshire Trust
New Hampshire
$1.46M
AT
321
American Trust
Kentucky
$1.46M
EA
322
Enclave Advisors
Texas
$1.45M
CAG
323
Csenge Advisory Group
Florida
$1.44M
GHA
324
GW Henssler & Associates
Georgia
$1.43M
WMA
325
William Mack & Associates
Michigan
$1.39M